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.
Need A Hand?
We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.
Need more in-depth help?
If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋♂️
Not a Hubly user?
We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!