Clients & getting work done

Share a customer portal

Reviewed: 2026-10-15

Share selected documents with the intended customer.

Step-by-step guide

1. Open More → Customer portal and choose Create customer link. Select the customer and the records to share explicitly.
2. Check the recipient email and selected quotes, invoices or signing requests. Only the verified recipient account and you can open the customer link.
3. Review Active, Expired or Revoked status. Revoke access when needed. The fictional journey preview is a demonstration, not a real customer share.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.