How to share confidential documents with a client
Prepare the right files, choose the intended recipients and agree when sharing should end before sending your client a private folder link.
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Better collaboration. From the first document.
Practical ways to share documents, collect client files and keep feedback organized.
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Advice for your next client project.
How to collect client documents without repeated follow-ups
Request specific files, agree on a shared upload location and follow up on missing items with clear instructions for your next client project.
Client document feedback: email or comments in a shared folder?
Choose where to collect client corrections, identify the version under review and agree who resolves conflicting feedback before revising a document.
Email, WhatsApp or paper files?
Explore our comparisons of everyday document-sharing practices.
Make client exchanges easier
Give your documents a shared home.
Keep files and client feedback together in a private folder.
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