You can securely share folders and documents with your clients through our passwordless client portal. This allows your clients to:
Access archived documents and reports
Upload documents that are not related to a project or client requests
This brings us closer to our vision of creating a single portal for your clients. One place for them to easily access requests, documents, reports, invoices, resources, and communication. Ultimately, creating a simple and modern client experience that will WOW your clients and take your firm to the next level.
3 Minute Overview
How to share folders and documents with a client
Important Note: By default, every client in Financial Cents already has a folder shared with them called Client Uploads, where they can upload documents.
A default Client Uploads folder will automatically be created for all new clients in the future as well.
If you want to disable this feature, go to Settings > Company and uncheck Create "Client Uploads" folder when a client is created.
Inside the client's profile, under the files tab, you can share folders and documents with the client.
Click the sharing icon
Select which client contact you want to share the folder with and if you want them to have:
View access - ability to preview and download documents
Upload access - ability to upload documents
Upload Alerts - receive notifications of new documents
Enable notifications for Team members by selecting them under Team Notifications.
Click Save
You will be prompted to notify the client of Share Folders or Documents.
The client contact will be notified via email that you have shared the document or folder with them if you chose the Share & Notify option.
You can access the portal to view or download the document from the email notification.
*** The client will also be able to access the shared folders or documents on demand through the client portal access page.
The Client's Experience
The client can access their client portal to view shared folders and documents from the email notifications or through the portal access page.
Important Note: This is the same secure portal as our passwordless client request portal.
They can view all the folders and documents shared with them and, if given permission, upload documents to the shared folders.
Email Notifications
Client Notifications
When sharing a folder with a client, you have the option to:
Enable Client Upload Alerts so that anytime a document is uploaded to the shared folder, the client is notified.
Instantly notify the client that a new folder or document has been shared with them.
Team Notifications
In order for a member of your team to receive notifications, they must be listed under the Team Notifications of the Shared Folder options.
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