How do I share property documents with a client?

Article author
Aleks Petrovic
  • Updated

You can upload documents set against a property so that your clients can access them from their portal page. 

Setting up a shared folder on a property

Go to a property, click on Documents > Add Folder > give the folder the name 'public' (all lower case)

public_folder.png

You can click and drag any files you want to share regarding this property on to the folder or click on 'select files' and browse. 

Customer portal access

View a client and click on View Portal in the Customer portal section. In the portal page they can click on the appropriate property where the shared folder is active.

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To see the shared documents they can scroll down and click on the shared items under the Documents section.

View_shared_file.gif

 

 

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