It would be helpful if pictures and documents could be added to the client portal (under projects).
It would be helpful if pictures and documents could be added to the client portal (under projects).
12
votes
Anonymous
shared this idea
Hi,
You can easily add attachments to a project and have it displayed in the client portal too.
1. In the Timesheet tab, if you select a particular project, you would be able to view the “Attach” option on the right.
2. After adding an attachment, you can choose the “Enable” option right below the attachment name so that it would be visible to your client from within the portal.
Happy invoicing!
Cheers,
Reshma.
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Michel Nauwelaers
commented
It would be great to be able to exchange documents (both ways) with our customers within the portal. This does not need to be under projects. It can also be as a seperate menu. This would be a lot of added value.