If someone could point me in the right direction on how to attach a client report or file in their client-facing portal so they can go directly to it and download it? Is that possible, and if so, how?
Question
How to attach a client file/report for release in their portal
+1Hi
To upload a document or file, you can click the “Attach” button near the “Create File” button.
Sign up
Already have an account? Login
Welcome! To join the HoneyBook Community, log in with your HoneyBook account below.
You'll confirm your username and share a bit about yourself, then you're ready to explore and connect.
Free trial? No problem. Log in with your trial credentials to join.
Already a member? Hi and welcome back!
You will see the HoneyBook login page briefly to validate your trial or account.
Employee Login
Log in with HoneyBook
Welcome! To join the HoneyBook Community, log in with your HoneyBook account below.
You'll confirm your username and share a bit about yourself, then you're ready to explore and connect.
Free trial? No problem. Log in with your trial credentials to join.
Already a member? Hi and welcome back!
Welcome to the Community
Welcome! To join the HoneyBook Community, log in with your HoneyBook account below.
You'll confirm your username and share a bit about yourself, then you're ready to explore and connect.
Free trial? No problem. Log in with your trial credentials to join.
Already a member? Hi and welcome back!
You will see the HoneyBook login page briefly to validate your trial or account.
Employee Login
Log in with HoneyBook
Welcome! To join the HoneyBook Community, log in with your HoneyBook account below.
You'll confirm your username and share a bit about yourself, then you're ready to explore and connect.
Free trial? No problem. Log in with your trial credentials to join.
Already a member? Hi and welcome back!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.