Sending final documents back
Upload the completed work to the engagement and your client downloads it from the same page they uploaded to. No attachment, no file-size bounce.
The job ends where it started: on your client's portal. You upload the finished work, they download it. No email attachment to bounce, no third file-sharing tool.
Sending one
- Open the engagement and find Final documents.
- Click Upload and choose the file.
- Add a note if it needs context. Optional, but it usually helps.
- Upload. Your client can download it from their portal.
What you can send
- PDFs and images.
- Up to 25 MB per file.
- As many as the job needs.
The note
The note sits with the document in your client's portal. It is worth using. Sign page 3 and send it back prevents the email you would otherwise get tomorrow. Keep it under 1,000 characters.
What your client sees
A section called Your completed documents, described as the finished work from their accountant, ready to download. Each one has a Download button.
Getting one back
Uploaded the wrong file? Delete it. It disappears from your client's portal too.