How do I add clients to my project?

This is for users who want to add clients to their project.

  • Click “People” in the Tab Bar.

Click "People".

  • Click “Invite People to this Project”. 
  • Click “Your Client”.

Click "Your Client".

  • Enter in your client's first name, last name and email address.
  • Click “Add Client to Project”. 
  • Confirm that the information is correct.
  • Click “Add Client”. 

Your clients will only see the documents that they have permission to view so please remember to give permission to your clients to view their documents. Your clients can only view, download and execute documents.