Sharing Files with Clients

Through the use of the client portal, you can make files available to clients for download to their computer. To load the files you wish to make available, use the file browser located in your toolset. Once logged in, click on Content, and choose File Browser.

Your File Browser will open, with all files located in the browser available. To make a file available on the client portal, chose the Archive folder, located as a subfolder to the Files folder.

Any files located in the folder will be available ont he client portal to those user who are granted permission to it.

Articles in this section

Cool Life CRM

Links

Cool Life CRM enables a 360° marketing solution and a full Relationship Life Cycle process, providing valuable insights for business leaders in real-time.

800-988-8850
sales@coollifecrm.com
Client Support

Products Offered Partner Program APIs and Partners

Features Screenshots Industries Served FINRA Approved Vendor

Please Call Me Refer to our CRM Blog