Share documents with clients and keep the rest private

Open the document in the Documents tab of the customer or project and turn on its Visible to customer switch. The document then appears in that client's customer portal, where their contacts can open it. There is nothing to email and no link to copy.

No. Every document is filed private by default, so only your team can see it. A client sees a document only after someone on your team turns on its Visible to customer switch, which protects internal notes and drafts from being shared by mistake.

In their customer portal. It is a separate sign-in that carries your logo, where clients can also see their projects, invoices and messages. Shared documents sit there for as long as the switch stays on, so clients can return to them whenever they like.

Yes. Turn the Visible to customer switch off and the document goes back to being private to your team. It stays filed on the record exactly as before, and you can share it again at any time with the same switch.

Yes. Each contact at a client company can have their own portal login. Anyone with a login for that customer can see the documents you have shared, so the owner, the accountant and the project lead each find the same papers.

No. Once the switch is on, the document is waiting in the client's portal. You might send a short note to say it is there, but the file itself lives in one place, so there is no chain of attachments to keep track of later.