Shareable upload links allow you to:
Generate an upload portal that can be used to receive files before a set expiry date
Share the upload portal with clients and external service partners to receive files securely and hassle-free (no password required)
You can generate a shareable upload link from the attachments section of a client card:
There you can select the link button to generate a new link, unique to that client:
You can copy and paste the link to share it with a client or external service partner:
When a new file is received, a notification will appear for that client's tile:
Newly uploaded files will also be indicated with a blue dot next to the date of receipt:
The upload link is unique for that client and will expire after 30-days and will need to be refreshed by selecting the link button.