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What is the Client Portal Timeline?
What is the Client Portal Timeline?

Share documents and images to the client portal timeline

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Audience - Builders

Read time - 5 mins reading

Article contents โ€“ This FAQ explains what the timeline is and links to step on how to share to the timeline in the client portal.

The project timeline located inside the client portal allows you to publish and share documents and images showing your customer progress of the building project, renovation or works completed and is a great way of keeping your customer up to date.

Your customers can then easily view a timeline inside their client portal project showing them documents and images shared by you. They can also click on the New Message button and start a message about what you have shared to the timeline.

Here is an example of a client timeline with images and documents shared.

The the below button to view the steps on how to share to the client portal timeline.

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