Sharing Folders

With Clients

To share new folders with clients, navigate to the Clients panel. Select the client/company name you wish to add a member to, then click on the “Manage access” button in the upper right corner. Enter the new client's name and e-mail address in the subsequent pop-up window, then click the “Invite” button. Upon opening the invitational e-mail, the new client will be prompted to enter a 6-digit number to complete the login process.

With Guests

To share a file with an external member, click the "Share via Direct Link" button while previewing the file. This action will display a popup window containing a link that can be copied and sent to the guest.

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