Articles on: Document Management

How to share files with Contacts

Ensure you have added the relevant Contacts to the Client. Navigate to the Files tab of the Client.

You will be able to share Root/Main folders with Contacts by clicking on the ... next to the folder. You will be able to select which Contacts you want to share that folder with. For example, you may want all the Contacts on that Client to see the Management Reports, but only one Contact to see the Payroll information.

All files and subfolders within the shared Root/Main folder will be visible to the Contacts it's shared with. i.e. you will not need to share files everytime you upload new files.

Contacts will also be able to upload files to the folders that have been shared with them.

Share folders with Contacts

Updated on: 19/04/2024

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