Share meetings, projects and signature requests in a Client Portal

On a portal's page, choose the Share button for the kind of work: Share meeting, Share project or Share signature request. Until something of a kind is shared, its button is in the Share with band; after that, it is in that kind's own band. Choose the item in the drawer and choose its button. A kind is offered only while its section is on (see Change a Client Portal's details and sections) and there is something left to share.

Each client who can sign in gets an email about what was shared, while Email clients is on in the portal's details. The drawer names who will get it.

Meetings

The list has bookings in the team's calendar and your own bookings, newest first. Clients see each shared meeting under Meetings, named after its Meeting type (or "Meeting with" your team's name, or yours in Personal), with its time in the time zone it was booked in. The next one is also on the Overview. Join meeting is beside an upcoming meeting that has a Google Meet or Zoom address, and stays while the meeting runs. A cancelled meeting is marked Cancelled. Once a meeting has ended, it moves to Past meetings.

Projects

The list has the team's projects in Issues. Clients see each shared project's name, status and target date under Projects. They do not see its issues or comments.

Signature requests

The list has signature requests from E-Signatures that have been sent, including completed ones. Clients see each shared request's title and state under Signatures: Waiting for your signature, Waiting for other signers, Signed by everyone, Declined, Expired or Cancelled. A client who is one of the request's signers and has not signed yet has Review and sign beside it, and the request is listed under For you to do on the Overview. The email they get says it is waiting for their signature.

Proposals

A proposal is shared from Proposals, not from the portal's page. When Share in Client Portal is on in a proposal's Edit details, the proposal and its invoices are shared in the client's portal when the work starts. See Acceptance, signing and payment. Clients see it under Proposals with its state, and Open opens it as its recipient.

Stop sharing

Stop sharing beside an item hides it from clients at once. The meeting, project or signature request is not changed, and you can share it again.

For sharing problems, Contact support.