Audience - Builders
Read time - 5 mins
Article contents - Steps on sharing documents, images, quotes, plans, variations and invoices to your client through the client portal.
Prior to sharing to a client portal, you need to have saved documents/images in Buildxact. Please click the below button the view the article on how to do this.
You can share to the client portal in Buildxact from the Documents sections on any Lead, Estimate or Job linked to a lead with a client portal project set up. The documents/images must be uploaded in one of these sections before you can share.
Note: The example below is shown from the Estimate details tab (documents can also be shared from Leads or Jobs).
From the Estimate details tab scroll down the Documents section located of the bottom left-hand side of the screen.
You can select to share one or multiple documents/images by using the corresponding checkboxes.
As you select what you want to share, a menu at the bottom on the screen will give you the following options:
When you click on Share to Client Portal, a pop out dialog box will appear where you can review and edit how you want to share the information with your customer. If it is a milestone we suggest sharing to the timeline also.
Review the email section and make any changes to the message being sent to your client. Once happy with the edits click share to publish to your customer client portal project.
A pop up will appear letting you know that once published to the portal it cannot be removed. Click the orange Share button.
Your client will then get an email and client portal notification regarding what you have shared with them. They can login to the portal and view what you shared.