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This guide explains how CRM users share documents with contacts and how contacts upload files back through the Client Portal. You’ll learn where to find these tools and how to manage shared and received files efficiently.
Note: Documents and Contracts cannot be toggled to be shared or unshared at this time.
PrerequisitesThis feature will only be available to contacts who are client portal users.
Why it Matters?
Centralized Files: All documents and uploads are managed in one place for clear visibility.
Seamless Collaboration: Streamlines file exchange between CRM users and clients without external tools.
Enhanced Control: Users and contacts can manage, preview, and revoke access with a click.
How To Share and Manage Documents?
Accessing Document Tools
In the CRM, select Contacts, choose a contact, then click Documents in the left menu.
How To Share and Manage Documents? (image 1 of 15)What this shows Centralized Files: All documents and uploads are managed in one place for clear visibility.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Centralized Files: All documents and uploads are managed in one place for clear visibility. Seamless Collaboration: Streamlines file exchange between CRM users and clients without external tools. Enhanced Control: Users and contacts can manage, preview, and revoke access with a click. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: In the Documents tab, find the file you want to share or add a new file.Image 1 of 15What to clickCentralized Files: All documents and uploads are managed in one place for clear visibility. Seamless Collaboration: Streamlines file exchange between CRM users and clients without external tools. Enhanced Control: Users and contacts can manage, preview, and revoke access with a click.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepIn the Documents tab, find the file you want to share or add a new file.
Sharing Documents from CRM
In the Documents tab, find the file you want to share or add a new file.
Adding a new document
Click on the + Add icon to add a new document.
How To Share and Manage Documents? (image 2 of 15)What this shows Click on the + Add icon to add a new document.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Click on the + Add icon to add a new document. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Click on the toggle if you also want to share the document directly on the client portal, you can share it later on as well.Image 2 of 15What to clickClick on the + Add icon to add a new document.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepClick on the toggle if you also want to share the document directly on the client portal, you can share it later on as well.
Click on the toggle if you also want to share the document directly on the client portal, you can share it later on as well.
How To Share and Manage Documents? (image 3 of 15)What this shows Click on the toggle if you also want to share the document directly on the client portal, you can share it later on as well.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Click on the toggle if you also want to share the document directly on the client portal, you can share it later on as well. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: The shared document has a shared chip attached to it, means it was shared with the contact on the client portal.Image 3 of 15What to chooseClick on the toggle if you also want to share the document directly on the client portal, you can share it later on as well.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepThe shared document has a shared chip attached to it, means it was shared with the contact on the client portal.
The shared document has a shared chip attached to it, means it was shared with the contact on the client portal.
How To Share and Manage Documents? (image 4 of 15)What this shows The shared document has a shared chip attached to it, means it was shared with the contact on the client portal.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: The shared document has a shared chip attached to it, means it was shared with the contact on the client portal. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Click on the 3 Dots > Share to Client Portal > Share.Image 4 of 15What this coversThe shared document has a shared chip attached to it, means it was shared with the contact on the client portal.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepClick on the 3 Dots > Share to Client Portal > Share.
Sharing an existing document
Click on the 3 Dots > Share to Client Portal > Share.
Now the document is shared with the contact on the client Portal.
How To Share and Manage Documents? (image 5 of 15)What this shows Now the document is shared with the contact on the client Portal.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Now the document is shared with the contact on the client Portal. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Use the Share toggle to On (grant access) or Off (revoke access).Image 5 of 15What this coversNow the document is shared with the contact on the client Portal.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepUse the Share toggle to On (grant access) or Off (revoke access).How To Share and Manage Documents? (image 6 of 15)What this shows Now the document is shared with the contact on the client Portal.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Now the document is shared with the contact on the client Portal. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Use the Share toggle to On (grant access) or Off (revoke access).Image 6 of 15What this coversNow the document is shared with the contact on the client Portal.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepUse the Share toggle to On (grant access) or Off (revoke access).
Use the Share toggle to On (grant access) or Off (revoke access).
How To Share and Manage Documents? (image 7 of 15)What this shows Use the Share toggle to On (grant access) or Off (revoke access).What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Use the Share toggle to On (grant access) or Off (revoke access). This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Shared files appear instantly in the contact’s portal under Shared Documents.Image 7 of 15What to chooseUse the Share toggle to On (grant access) or Off (revoke access).
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepShared files appear instantly in the contact’s portal under Shared Documents.
Shared files appear instantly in the contact’s portal under Shared Documents.
How To Share and Manage Documents? (image 8 of 15)What this shows Shared files appear instantly in the contact’s portal under Shared Documents.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Shared files appear instantly in the contact’s portal under Shared Documents. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: After upload, the file appears in CRM under Documents > Received > Client Portal.Image 8 of 15What this coversShared files appear instantly in the contact’s portal under Shared Documents.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepAfter upload, the file appears in CRM under Documents > Received > Client Portal.
Client Uploads to CRM
In the Client Portal, the contact clicks Upload Document
How To Share and Manage Documents? (image 9 of 15)What this shows Shared files appear instantly in the contact’s portal under Shared Documents.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Shared files appear instantly in the contact’s portal under Shared Documents. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: After upload, the file appears in CRM under Documents > Received > Client Portal.Image 9 of 15What this coversShared files appear instantly in the contact’s portal under Shared Documents.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepAfter upload, the file appears in CRM under Documents > Received > Client Portal.
After upload, the file appears in CRM under Documents > Received > Client Portal.
How To Share and Manage Documents? (image 10 of 15)What this shows After upload, the file appears in CRM under Documents > Received > Client Portal.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: After upload, the file appears in CRM under Documents > Received > Client Portal. The navigation path used here is Documents > Received > Client Portal. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Previewing and Downloading in CRM.Path: Documents > Received > Client PortalImage 10 of 15What this coversAfter upload, the file appears in CRM under Documents > Received > Client Portal.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepPreviewing and Downloading in CRM.How To Share and Manage Documents? (image 11 of 15)What this shows After upload, the file appears in CRM under Documents > Received > Client Portal.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: After upload, the file appears in CRM under Documents > Received > Client Portal. The navigation path used here is Documents > Received > Client Portal. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Previewing and Downloading in CRM.Path: Documents > Received > Client PortalImage 11 of 15What this coversAfter upload, the file appears in CRM under Documents > Received > Client Portal.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepPreviewing and Downloading in CRM.
Previewing & Downloading
Both CRM users and contacts can click Preview to view files in-browser.
Previewing and Downloading in CRM.
How To Share and Manage Documents? (image 12 of 15)What this shows Previewing and Downloading in CRM.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Previewing and Downloading in CRM. For context, this section explains: In the Documents tab, find the file you want to share or add a new file. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Previewing and Downloading in Client Portal.Image 12 of 15What this coversPreviewing and Downloading in CRM.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepPreviewing and Downloading in Client Portal.
Previewing and Downloading in Client Portal.
How To Share and Manage Documents? (image 13 of 15)What this shows Previewing and Downloading in Client Portal.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Previewing and Downloading in Client Portal. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: CRM Users: Toggle Share to Off or click the delete icon in CRM Documents to revoke or remove files permanently.Image 13 of 15What this coversPreviewing and Downloading in Client Portal.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepCRM Users: Toggle Share to Off or click the delete icon in CRM Documents to revoke or remove files permanently.
Deleting & Revoking Access
Contacts: Click the trash icon next to any upload in the Client Portal to remove it, it will be removed from the CRM’s received files from the client portal.
How To Share and Manage Documents? (image 14 of 15)What this shows Previewing and Downloading in Client Portal.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: Previewing and Downloading in Client Portal. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: CRM Users: Toggle Share to Off or click the delete icon in CRM Documents to revoke or remove files permanently.Image 14 of 15What this coversPreviewing and Downloading in Client Portal.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepCRM Users: Toggle Share to Off or click the delete icon in CRM Documents to revoke or remove files permanently.
CRM Users: Toggle Share to Off or click the delete icon in CRM Documents to revoke or remove files permanently.
How To Share and Manage Documents? (image 15 of 15)What this shows CRM Users: Toggle Share to Off or click the delete icon in CRM Documents to revoke or remove files permanently.What this showsIllustrates the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?".This screenshot appears in the "How To Share and Manage Documents?" section of "How to Share and Manage Documents via Client Portal and CRM?". The text alongside this image reads: CRM Users: Toggle Share to Off or click the delete icon in CRM Documents to revoke or remove files permanently. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: How can my customers use client Portal? Documents Overview in CRM.Image 15 of 15What to chooseCRM Users: Toggle Share to Off or click the delete icon in CRM Documents to revoke or remove files permanently.
Fields in this part of the guideAccessing Document ToolsSharing Documents from CRMAdding a new documentSharing an existing documentClient Uploads to CRMIn the Client Portal, the contact clicks Upload DocumentPreviewing & DownloadingDeleting & Revoking Access
Next stepHow can my customers use client Portal? Documents Overview in CRM
Centralized Files: All documents and uploads are managed in one place for clear visibility. Seamless Collaboration: Streamlines file exchange between CRM users and clients without external tools. Enhanced Control: Users and contacts can manage, preview, and revoke access with a click.
How To Share and Manage Documents?
Accessing Document Tools In the CRM, select Contacts , choose a contact, then click Documents in the left menu. Sharing Documents from CRM In the Documents tab, find the file you want to share or add a new file. Adding a new document Click on the + Add icon to add a new document. Click on the toggle if you also want to share the document directly on the client portal, you can share it later on as well. The shared document has a shared chip attached to it, means it was shared with the contact on the client portal. Sharing an existing document Click on the 3 Dots > Share to Client Portal > Share. Now the document is shared with the contact on the client Portal. Use the Share toggle to On (grant access) or Off (revoke access). Shared files appear instantly in the contact’s portal under Shared Documents . Client Uploads to CRM In the Client Portal, the contact clicks Upload Document After…
