Sharing Documents with Customers via Portal

Overview
Control which documents your clients can see by toggling portal access on a per‑file basis.

Steps

1. In Documents, hover over the file and click Action (⋮) → Edit.

2. Toggle Visible to Customer on or off.

3. Click Save.

4. Customers logging into their portal will see only the files marked visible.

Tips

• Pre‑review files before marking them visible to avoid accidental leaks.

• Use a folder like “Public” to batch‑share multiple documents at once.