- When you share a project, meeting, invoice, signature request, files or a plan in a client portal, each client who can sign in gets an email saying what was shared, with a button that opens the portal. Each share drawer names who will get it, and a reply goes to the person who shared it.
- Email clients in a portal's Edit details… turns these emails off. It is on for every portal.
- Client portals take Word (.docx), Excel (.xlsx), PowerPoint (.pptx) and CSV files, as well as PDF, PNG, JPEG, text and ZIP files.
Client Portal emails clients about shared work, and takes Word, Excel, PowerPoint and CSV files
When you share something in a client portal, each client who can sign in gets an email about it. Portals also take Word, Excel, PowerPoint and CSV files.