How do I Share Files with a Client?

Sharing files with clients in zipBoard is simple and ensures seamless collaboration. Follow the steps below to invite a client and share files securely.

Step 1: Add the Client to Your Project

Before sharing files, you need to add the client to your zipBoard project:

Open your project and navigate to the "Collaborators" tab.
Click "Add Client."
Enter the client’s email address and click "Invite."
Once the client accepts the invitation, they will be added to the project as a Client.

Step 2: Share a File with the Client

Once the client is added, follow these steps to share a file:

Locate the file you want to share.
Click the three horizontal dots (⋮) on the file card.
Select "Share."
Choose the client(s) you want to share the file with.
Set their access permissions:
- All Comments – Clients can see all feedback.
- Only External Comments – Clients only see external discussions.
- Remove Access – Revokes client access.
Click "Share" to finalize the process.

📌 Clients will receive an email with a direct link to access the file in zipBoard.

Step 3: Client Access & Feedback

Once the client clicks the link in their email:

They can log in to zipBoard using their credentials.
They can review the file and provide feedback using the built-in annotation tools.

Troubleshooting & FAQs

❓ What if the client doesn’t receive the email?

✔️ Ask them to check their spam/junk folder or resend the invitation.

❓ Can I remove or change client access later?

✔️ Yes! Go to the Access Tab in the Share modal and update permissions.

Next Steps

🚀 Want to learn more? Check out these related articles:

🔹 Try zipBoard Today! Ready to enhance your client collaboration? Request a Demo to explore how zipBoard can streamline your workflows.