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

1. Confirm portal scope is limited to the correct organization.
2. Share client-safe documents and updates.
3. 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.

Related

• Getting started
• Features
• Use cases