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Sharing Projects and Files

Learn how to securely share project data and files using shareable links.

To create a share link:

  1. Click Share Project

  2. Click Create share link

  3. Choose what to share:

    • Project β†’ share project details

    • Cloud β†’ share files

If sharing files, you can choose:

  • Everything β†’ all files and folders

  • Specific folders

  • Custom selection

  • Upload only β†’ recipients can upload files only

When sharing a project, you can:

  • Select which tabs are visible (Info, Contacts, Tasks, Notes, etc.)

  • Set permissions (file uploads, visitor notes)

  • Add an optional description and expiration

This allows you to securely share only the information you want with clients or external parties.

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