ShareFile

Client contact shares

By default, all clients who have download access to a particular folder have a Send button that allows them to send any of the files in the folder to a third-party recipient. However, in some use cases, companies do not want clients to be able to send files to third-parties, even though the client can download the files and send them to third-parties outside of the system. If Yes is selected, the Share button appears for clients inside all folders. If No is selected, the Share button only appears for employee users.

To allow cient contacts to share files:

  1. Navigate to Account settings.
  2. Select Advanced Preferences.
  3. Selet Permissions.
  4. Go to Client contact shares
  5. Select Yes.
  6. Save your changes.

client contact shares

NOTE:

Account wide Email settings are managed by Account Administrators.

Client contact shares

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