Today we've released a major upgrade to the new Client Portal related to the improved Attachments module - Now you can share files, links and email attachments with your clients via the Client Portal, making it easier than ever to share and collaborate with your clients.
We realize that even in the most open and transparent relationships, there are things you'd rather keep to yourself. That's why we've built a powerful, easy-to-use access control model into Accelo so that you can choose to share exactly what you want with your clients.
You can now set the default permissions for sharing Attachments in the Portal at several levels:
But that's not all - you can also override the default permissions on a per-folder or file basis.
If your project is automatically sharing its attachments on the Portal but there are a couple of files you want to over-ride the visibility for, you can!
Now you can allow your clients to upload files themselves into the Client Portal - perfect for getting them involved and contributing! When they've got something to upload/share through the Client Portal, they can do more than just upload from their computer - they can now easily import/pick files from their Dropbox, Box, Google Drive or other cloud services.
Thanks to Accelo's automatic email tracking, you now get the benefits of having all of your email attachments in one, central location. By combining this with the Client Portal, your clients can now easily see any file you've sent them via email under the Attachments tab in the Portal-- they can even see the files they have sent to you.
As an added bonus, we also automatically flag Attachments as shared with a specific client contact if they were part of the email conversation the attachment was against - so you can automatically share attachments through the client portal without having to remember to go in and play with permissions.
Activating Attachments in the Client Portal is easy.
To learn more about setting up the Client Portal Permissions and the attachment permissions, check out the following help pages: