To share an item, select Share to portal from the item's menu, or use Add item in Manage portal to share several at once. The item then appears in your client's Updates tab.
Available on the Pro and Scale plans. You need permission to edit Projects, and the client portal must be enabled on the project. Works on desktop and in the mobile app.
What you can share
Proposals and change orders
Invoices
Documents
Daily logs
Files and photos
The schedule, which is a single on or off switch
Tasks can't be shared to the client portal.
Share one item
Open the item and look for Share to portal:
Proposals and change orders: the send control becomes a dropdown. Select Share to portal or Send proposal.
Invoices: select Share to portal in the invoice menu, where Resend usually sits.
Documents and daily logs: select Share to portal in the item's menu.
Files and photos: on the project Files tab, select the files, then Share to Client portal.
You can add a short description, which shows on the client's card. Select Share. Your client is notified by email and text.
Sharing a draft proposal sends it, and sharing an unsent invoice marks it as sent.
Share several items and the schedule
Open the project, then select Manage portal in the Client portal card.
Under Shared items, select Add item.
Search and check the items you want.
Select Attach N items, where N is the number you checked.
To show the schedule, turn on Show schedule in Manage portal. Your client then sees a Schedules tab.
What is added automatically
When you send or share an item the normal way, Handoff also records it to the client portal. This covers proposals, change orders, invoices (including scheduled sends), documents, daily logs, and files. Your client gets only the notification from the normal send, not a second one.
Invoices you mark as paid outside Handoff don't show to your client. Drafts and anything you never sent or shared stay off the portal. The schedule is not automatic.
Remove an item from the portal
Select Remove from portal in the item's menu, or in the three-dot menu on its row under Shared items. Confirm with Remove.
The item leaves the portal right away. Its links stop working, including links already emailed, and its pending follow-up reminders are canceled.