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.

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