Shared assets can come in handy for sharing files. You may upload files here, your client will only see them if you have them set up their client portal.

Learn how to direct clients to their portal.

To share a file, open the file and scroll down to "Shared Files".

Click " + Add ".

Choose the files you wish to share, and then direct your client to their portal to log in.

Maximum file size: 50MB

Supported file types:

Photos:

Video:

Document:

Compressed: