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 an asset, first, click on the desired project or contact. Scroll to "Assets" or "Shared Assets".

This is what it looks like through the project:

This is what it looks like through contacts:

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

Supported file types:

Photos:

  • jpg

  • jpeg

  • png

Video:

  • mp4

  • mov

  • wma

Document:

  • pdf

  • doc

  • docx

  • rtf

Compressed:

  • zip

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