How to share a document with a client ?

1. Go to the client profile.

2. Add or edit a document.

3. Enable the following option:

After saving, an email will be sent to your client to inform them that a document has been shared. Your client will be able to view the document in the client portal.

Please note that your client can also share documents with you via the client portal. You will be notified each time a client shares a document with you.