Sharing Documents With Third Parties And Clients Without Portal Access

Clients may receive an automatic email notification when you upload a document for them or move it to the Public folder. However, you can also share the file with a third-party recipient, such a mortgage banker or a lawyer. Here's how sharing documents with third parties works:

1. Select the checkbox next to the required document(s) in the client's profile, then click the  Share button.  To select all documents, select the checkbox at the top of the table. 

2. The documents are sent to the emails associated with client account which have the notifications in their profile turned on. However, you can add other email addresses. Click ADD ANOTHER EMAIL ADDRESS to add a new one.

3. You can add an expiration date for each email address that you include. The document will be available to that person up to the date that you choose. Read more on Email Attachment Security here.

4. Add a custom message that will be shown to all recipients, then click Send.

The selected file(s) will be shared with all parties and a copy of the message sent to the client account. The recipients will not be able to see who else received the message (each will be sent a separate email).

Please note: If the document is locked, pending payment, when any recipient tries to open it, the bill payment pop-up will be displayed. If the document shared by email is not locked, the recipient can view and download it instantly.

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