Before sharing confidential client documents, decide which files the client needs, who should receive them and when access should end. Choose a sharing method that fits the sensitivity of those documents and your organization’s requirements. A private folder link is useful for ongoing exchanges, but anyone holding that active link can use it.
A freelancer sending a proposal and a project schedule may need a different process from a team handling documents subject to stricter requirements. Check those requirements before requesting or sending sensitive material.
Prepare the files for the recipient
Create a folder for the client or project. Leave internal drafts and other clients’ documents out of it. Open your own copy and review the contents before sharing.
Use names that identify the document and version, such as website-proposal-v2.pdf. Review any internal notes or author information you do not intend to share.
Choose between a single delivery and an ongoing folder
An email attachment can suit a one-off delivery to an expected recipient. A shared folder becomes useful when your client needs several documents, will supply files of their own or expects to discuss revisions.
In DocBunker, you can keep files and comments together in the project folder. The client opens the link without creating an account. You still need to tell them which file to read and what response you expect.
Check the access arrangement
Confirm whether the recipient must prove their identity, whether you need an expiry date and whether you can close access. Choose a service and process that meet those needs.
An active DocBunker link provides access to its holder; it does not verify that person’s identity. Check who will receive it and whether this arrangement suits your documents. Review the available plans and limits before preparing the folder.
Send a clear request to the intended person
Check the recipient’s address or conversation before sending the link. Explain whether they should read a proposal, upload a document or leave feedback. Avoid sending a private project link to a group whose members do not all need access.
A useful message names the project and the requested action: “Please review website-proposal-v2.pdf in the project folder and leave your changes there before Thursday.”
Distinguish reading from agreement
A client opening or downloading a file does not tell you that they agree with its contents. Request an explicit response from the person responsible for the project and name the version concerned.
For several rounds of review, use our guide to email feedback and comments in a client folder.
Agree when sharing ends
At the end of the project, confirm which documents the client should retain and follow your agreed retention process. Close the folder link when it should no longer provide access.
Revoking a link stops future access through it. It does not retrieve copies a recipient has downloaded or printed. Take those copies into account when deciding whether the sharing method fits your needs.
If you also need documents from the client, start with our guide to collecting client files.
