Share documents in the portal
Publish client-safe documents, link deliverables, and keep internal notes separate from stakeholder-facing content.
Prerequisites
- An organization with portal access enabled
- Client stakeholders identified
Steps
- Confirm portal scope is limited to the correct organization.
- Share client-safe documents and updates.
- Use requests for structured intake and triage.
Tips
- Keep client-safe content in the portal; keep internal delivery context in the workspace.
- Prefer workflow runs for repeatable execution and tasks for owned follow-ups.
Troubleshooting
- If something looks missing in the portal, confirm it is intended to be client-facing.
- If a link redirects, it may be an agency-only surface—use the portal-safe alternative.
