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Can my client see the documents on the Portal?

You do have an option to control whether you let your client view the documents.

There are 2 places where this could be controlled.
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The first one is in the settings section of your account.
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You have an option to show Documents on the portal. Only if that is enabled, the client will be able to see the documents created for him.
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The second one is at an individual document level, you could publish or unpublish that document.
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Navigate to the document which you would like to share with the client.
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Click on the icon shown in the image below.
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It opens up a popup where you could turn the toggle on to publish on the portal or off to disable from the portal.
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Have further questions on sharing a document to the portal? Feel free to reach out to us at [email protected]

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