![\"\"\/](\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdbBMRwRPrFzE9SPDi1mjKPCCMkVx21md8T3JJEinwQ7z-mXlB7lx7tgMUzRJZ6ugFaIGhpJ92s8NSajF05BZBNz_HmxhphuRY1VnZL7CekiuBD9TWEPkMU_T2g3u8V0XN7--Sl?key=4hHvHNSby1N3dkqgZzRKvQ\")
<\/figure>\n\n\n\nThe Client Portal creates a dedicated space for each client where they can access all shared files. You can organize these files into Client Portal Groups, which function as categorized folders. Bear in mind that share links are not available in the beta version.<\/p>\n\n\n\n
The portal is accessible to clients and internal users with the appropriate permissions. If a company enables this feature, team members will see a Client Portal button on each client\u2019s page, allowing them to view and manage shared files.<\/p>\n\n\n\n Some of the key features of the Client Portal include:<\/p>\n\n\n\n To send files to your client, go to the Client<\/strong> page and click the name of the client you want to share files with. Once done, go to the Client Portal<\/strong> tab and click the blue button to upload the first files:<\/p>\n\n\n\n Once there, you\u2019ll be able to:<\/p>\n\n\n\n When you\u2019re finished, click the Save<\/strong> button to confirm settings and file uploads.<\/p>\n\n\n\n You can also share files with all clients simultaneously without triggering email notifications. These global groups appear alongside individual client-specific groups. To do that, go to Settings \u2192 Company \u2192 Client Portal and click the Add Global Group<\/strong> at the bottom of the page:<\/p>\n\n\n\n Once done, your global client portal will appear below the Add Global Group button. From there, you can remove individual files by clicking Delete<\/strong> next to the file name.<\/p>\n\n\n\n Should you wish to make changes to the group, click the dotted menu in the upper-right corner to access the following options:<\/p>\n\n\n\n When adding files to Global Client Groups, clients will not receive notifications. These groups are designed for sharing general files with all clients at once, so notifications are disabled to prevent unnecessary emails.<\/p>\n\n\n\n![\"\"](\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/06\/unnamed1.png\")
<\/figure>\n\n\n\n\n
\n
\n
\n
Sending files to clients <\/h2>\n\n\n\n
![\"\"\/](\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXc1t-WSzHlMDfdmNSaIqQVFqVv9MLjEUmp_j92zo1KNnZObLtUCtzKnLekr9X4fur4Hn5P8HUDnQzZOkyOkmNTUHlsA0CnUz5JKz3GsSB4DtDljscqNJ_jrU25yXfYolH_YUQFJkQ?key=4hHvHNSby1N3dkqgZzRKvQ\")
\n
Global Client Groups<\/h3>\n\n\n\n
![\"\"\/](\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcQFyMVvJc-Y9AseHj3gmoCgY4uSTAPW9eMZlOGb91w_TWEzG-8gX6ItfpscRGNgfx7iZj0FqLwuiAyku8luE50hCpxNqitYNV2OiOZkm-o-TRsIPlZ3opcxwTM-8_LIlag9KVF?key=4hHvHNSby1N3dkqgZzRKvQ\")
Note<\/strong>: When adding files to Global Client Groups, clients will not receive notifications. These groups are designed for sharing general files with all clients at once, so notifications are disabled to prevent unnecessary emails.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n \n