How to send documents to a client

I want to send a document to a client, how do I do this securely?

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

Yes, you can easily send a document to a client by attaching it to a client task, as shown below. Learn more about client tasks in this article.

The client will be able to see it in their portal and download it.

If you need your client to sign something or fill out a document, they will need to download it and then re-upload it after filling it out.

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