You can make documents available to clients through the Client Portal by using the Documents section. This allows you to upload and share files such as site maps, SDS, and other relevant documents, which clients can then access directly through the portal.
This can be a helpful way to keep important information available in one place for your clients without needing to send documents separately.
If you need any assistance setting this up or managing documents in the Client Portal, our support team would be happy to help.
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Comments1
Prue Wernicke
Mar 13
Thanks for the suggestion.
You can make documents available to clients through the Client Portal by using the Documents section. This allows you to upload and share files such as site maps, SDS, and other relevant documents, which clients can then access directly through the portal.
This can be a helpful way to keep important information available in one place for your clients without needing to send documents separately.
If you need any assistance setting this up or managing documents in the Client Portal, our support team would be happy to help.