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
- Go to the relevant section (Invoices, Projects, or Messages).
- 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.