Tutorial Video
Tutorial Video
Step-by-Step Instructions
Share an Item from Its Context Menu
Open the item you want to share, such as an estimate, invoice, document, or daily log.
Open the item’s action menu. This is typically the three-dot or options menu.
Select Share to portal.
Add an optional description in the dialog that appears.
Click Share to confirm.
Once shared, the item appears in the client portal’s Updates feed.
Sharing multiple items at once
Open the project.
Click Manage portal.
In the Shared items section, click Add item.
Search for items by name.
Select one or more items using the checkboxes.
Confirm to share all selected items.
What gets shared automatically
What Gets Shared Automatically
Proposals
Automatically shared when sent to the client if the portal is active
Invoices
Automatically shared when sent, including scheduled sends
Documents, daily logs, and files
Not shared automatically
Must be shared manually
Viewing Shared Items
Open the project.
Click Manage portal.
Review the Shared items section.
You can view:
Item type
Creation date
Amount for financial items
Status
Status indicators include:
Approved / Declined for proposals and change orders
Paid / Processing / Overdue for invoices
Opened / Unopened for documents and daily logs
Additional Notes
The client portal must be enabled before items can be shared
Previously shared or sent items are automatically added when the portal is first enabled
Sharing a draft proposal automatically updates its status to Sent
Clients receive notifications when new items are shared
You must have Edit permission on the project to share or remove items
Troubleshooting
Share to portal option is missing
Ensure the client portal is enabled for the project
Confirm you have Edit permissions
Item not visible in the portal
Verify the item was successfully shared
Check the Shared items section in Manage portal
Confirm the item type is supported for sharing