🚀 What Files Can Be Shared #

Users can share:

• 📄 Documents
• 📑 PDFs
• 🖼️ Images
• 📊 Spreadsheets
• 📁 Project files
• ✍️ Contracts

How Clients Access Shared Files #

Step 1: Log in to the Client Portal #

Clients enter:

• 📧 Email Address
• 🔑 Password

to access their dashboard.

Step 2: Open the Files Section #

Clients can open:

• 📁 Projects
• 📄 Contracts
• 📂 Shared Files

to view available documents.

Step 3: View or Download Files #

Clients can:

• 👀 View files online
• 📥 Download documents
• 🖨️ Print files if needed

🔒 Secure File Access #

Clients can only access files shared specifically with their account or projects.

💡Tips: Upload clear and updated files in the correct project or client section so customers can easily find and access important documents.