Document Sharing

Document Sharing

Securely access documents shared with you through the Client Portal.

What’s available

  • Invoices: download PDF copies from the invoice details
  • Task/Project files: when your provider shares files related to your work, you’ll see links or previews you can open or download

How to use

  1. Go to the relevant section (Invoices, Projects, or Messages).
  2. Click a file name or preview to open it, or use Download for a copy.

Notes

  • File availability depends on what your provider chooses to share.
  • Some files open in a viewer; others download directly depending on file type.