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:
- Different Share Link Options
- How Version Control Works in zipBoard?
- How to Track and Prioritise the Feedback from Guest in zipBoard?
🔹 Try zipBoard Today! Ready to enhance your client collaboration? Request a Demo to explore how zipBoard can streamline your workflows.