How to show the client project files in the portal
The client needs visualisations, drawings and contracts, but not the studio's internal files. In ArchiBoard each folder can be shown or hidden in the client portal. The client sees only what you have opened to them.
- 1
Open the project files
Open the project → «Files». Files are organised in folders, for example «Drawings & plans», «Renders», «Contracts & client documents».
- 2
Show a folder to the client
On the folder, click the «Hidden from client» switch. It changes to «Client sees it», and the folder appears in the client portal.
- 3
Hide a folder
To remove a folder from the portal, click «Client sees it» again. The switch goes back to «Hidden from client».
- 4
Send the client a link
If the client has no access yet, create a link in «Client portal» → «Link access».
Good to know
- Folders are hidden from the client by default.
- Documents open via a protected link and stop opening if the portal link is revoked or has expired.
- You can create your own folders with «New folder».
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