Our document sharing features allow you and your clients to exchange documents smoothly through your account. Plus, you can store your most frequently used documents right in your account for quick and convenient access whenever you need them.

View Document Activity

The Document Activity section tracks documents added to or received from clients, organized by month with the most recent first. Clicking a document opens the Details page, where you can view more info, access the Client Card, and delete or download the document.

My Documents Library

The My Documents feature allows you to store your frequently used documents directly in your account, providing quick access as you work. A list of all the files you've uploaded will appear in the collapsible My Documents pane on the side of the Documents page.

To add files to My Documents:

1. Open the platform.
2. Go to Documents.
3. In the My Documents pane, click Upload to My Documents.
4. Drag or upload the files you want.
5. Optional: Add a description for the files.
6. Click Upload when finished.

Public Link for Your Document

Each document you upload to your My Documents library comes with a unique link. You can share this link with clients, allowing them to view or download the file.

To grab your document link:

1. Upload your document on the My Documents pane.
2. Next to the uploaded file, click the more options icon .
3. Select Copy public link.
4. Click the Copy to grab the link.

Share a Document with Clients

You can share a document with individual clients to make it available for viewing and download.

To share a document:

1. Open the platform.
2. Go to Documents.
3. Click the New drop-down button and select Share a Document.
4. Choose the client(s) you want to share the document with and click Continue.
5. Select a document from the drop-down menu or upload a new one.
6. Optional: Notify clients by email, save files to My Documents, or add a message.
7. Choose staff to assign the document to.
8. Click Share when finished.

Request Documents from Clients

The Request a Document feature makes it simple to collect files you need from your clients.

To request documents from clients:

1. Open the platform.
2. Go to Documents.
3. At the top of the page, click the Request a Document button.
4. Choose the client(s) you want to share the document with and click Continue.

Delete a Document

Keep in mind that documents must be deleted one at a time.

To delete a document:

1. Open the platform.
2. Go to Documents.
3. Next to the document you want to delete, click the more options icon .
4. Select Delete.
5. Click Delete again to confirm deletion.

Remove Documents from My Documents

To remove a document:

1. Open the platform.
2. Go to Documents.
3. Next to the document you want to remove, click the more options icon .
4. Select Remove.
5. Click Remove again to confirm removal.

Upload an Internal Document

You can upload a document to a client card for internal use only. This document will be visible to staff members but not to clients.

To upload an internal document:

1. Open the platform.
2. Go to Documents.
3. Click the New drop-down button and select Add internal document.
4. Choose the client(s) you want to share the document with and click Continue.
5. Select a document from the drop-down menu or upload a new one.
6. Choose staff to assign the document to.
7. Click Add when finished.

Attach a Document to an Auto-Reply

You can set up auto replies with links to allow recipients to easily download documents from your emails. If you store your documents on a platform like Google Drive, simply grab the sharing link directly from there. Alternatively, you can upload your document to your My Documents library and use the link provided.

To add a custom auto-reply:

1. Open the platform.
2. Go to Settings.
3. Select Auto Client Messages & SMS.
4. Click the Messages & Documents tab.
5. Enter a custom auto-reply message with a file link.
6. Click Save to save your changes.

FAQ

What file types can I upload to My Documents?

You can upload the following document files to your account:

• .bmp
• .docx
• .gif
• .jpeg
• .pdf
• .png
• .pptx
• .tiff
• .txt
• .xlsx

Keep in mind that Zip files are not supported.

What is the document upload limit?

The document upload limit is 20MB. If you're uploading multiple documents at once, the total combined file size should not exceed 20MB. Keep in mind that Zip files are also not supported.

Can I upload audio or video files like MP3 or MP4?

Unfortunately, MP3 and MP4 files cannot be uploaded. 

How much document storage space do I have?

Your document storage space depends on your subscription level:

• Kickstart: 200MB
• Business: 20GB
• Platinum: 21GB

I’ve run out of storage space. How can I get more?

If you've reached your storage limit and can’t upload more documents, you may need to upgrade your plan.