How to share documents / pictures with customers [Enterprise plan]

Note

First activate the customer portal for the corresponding job.

You can share documents / pictures with your customers by clicking the person icon. The icon will be highlighted green when it is being shared with mobile.

List view

1. Click to the person icon ( ).
2. Confirmation message displays.

Grid view

1. Click on the three dots () to display the action panel.
2. Click on to the person icon ( ).
3. Confirmation message displays.

Summary

• Green icon ( ) means that the document / picture is shared with customer.
• Gray icon ( ) means that the document / picture is NOT shared with customer.

Customer portal

Once you share documents and/or pictures with your customer, she/he can view and download them from the Documents section on the customer portal.