What’s New:

Sharing a file with purchasers or key stakeholders has simply gotten simpler. Now you’ll be able to ship a file utilizing a safe hyperlink. Recipients will obtain an electronic mail (to the one you designate) with a safe hyperlink that may enable them to open and look at the file through a browser. They won’t have to have entry to the shopper portal and even should be one in all your purchasers. 

Moreover, Cover customers can share, reshare, or revoke entry to the file at any time in addition to share a file with a number of recipients without delay.

Why it issues:

Now you’ll be able to share a file with purchasers and key stakeholders a lot quicker. Though we suggest utilizing the Shopper Portal to offer one of the best expertise, we all know that generally that’s not potential–whether or not with a shopper who hasn’t embraced expertise, a shopper that doesn’t have entry to their shopper portal (for no matter purpose), or perhaps a stakeholder like a lawyer or bookkeeper who doesn’t have entry to the shopper portal altogether. Regardless of the purpose, this added performance ought to scale back the friction you may expertise in sharing vital recordsdata along with your purchasers or different people. 

The place to search out it:

Accessible in Cover within the Doc Administration module.

Get began:

Try this text to be taught step-by-step directions and additional rationalization of this new function launch.