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Sharing files with your clients has been a glaring omision in the CreativePro Office feature set ... until now! Last week we rolled out some good stuff that allows you to share certain files with your clients and get their feedback messages. Let's check it out.
We'll assume that you already know how to attach files to a project. Once you have some files attached to a project, you can click on a file to share it with the client. Shared files will display the little icon.
Clicking on the magnifier (view) button will display the file view panel for that file as shown below. The file view panel contains some information about the file, a download button, and an image if the file is a PNG, GIF, JPEG, etc.
There is also a message box so you can send messages about the file to your client and team members.
If you send your client a message concerning a file, they will be notifed the next time they log into their account. They will also receive an email containing the message. Clicking on the little disk icon to the right of the message will open up the file view panel for that file.
Clients now have a new tab on their dashboard for Files. To view their files, they first select a project from the drop-down list.
Your clients can view and comment on a file the same way that account owners and team members can.
When a client comments on a file, you will receive an email message and also be notified when you log in as shown below.
Currently, clients cannot upload new files but this is a feature we would like to add very soon. We hope you find the file sharing feature useful and easy to use.
Thanks for reading!