Quickly exchange sensitive documents with clients through secure, permission‑controlled folders. Clients can upload and download files without resorting to email attachments, ensuring confidentiality and a clear audit trail.
Key Benefits
End‑to‑end encrypted transfer keeps data compliant and protected.
Simple drag‑and‑drop uploads—no file‑size limits or email hassles.
Granular permissions and audit logs for full control.
Optional public upload links let clients send files without an account.
Create a shared folder
Inside Files, click New Shared Folder, give it a clear name, and choose default permissions for clients.
Review folder permissions and details
Click the folder to open Details. Adjust description, retention, and individual access settings.
Client view of the shared folder
From the client’s portal, they see only the folders you’ve shared. They can preview or download documents securely.
Copy secure share link
Back in the admin view, select Copy Link to get a secure share URL for the folder.
Generate a public upload link
Need inbound documents? Toggle Public Upload to generate a link where anyone can drop files.
Add sub‑folders for better organization
Create sub‑folders to organize by year or document type, keeping everything tidy for both teams.