Infinity3 Help Centre

Make a file from the customer’s contact record available in their portal, such as a checklist or project reference document.

Before you start

You’ll need access to the contact’s Documents area and permission to share files. Check the customer and document carefully before sharing.

Confirm the customer has portal access and the relevant document area is available.

Share the file

1. Open Contacts and select the customer.
2. Open Documents.
3. Upload the file, or find an existing document.
4. For a new upload, enable the available Client Portal sharing option before saving.
5. For an existing file, open its three-dot menu → Share to Client Portal.
6. Confirm the action and check the shared status.

The supported sharing process creates a portal notification for the contact.

Check access

Use a test contact to verify that a shared file appears in the portal’s document area and opens correctly. For a live customer, confirm they can find the intended file without requesting their password or personal login link.

Remove portal access

Open the document’s sharing controls and remove its Client Portal sharing when access is no longer required. Check the resulting status.

Removing sharing differs from deleting the underlying file. A copy already downloaded by the customer remains outside the portal.

Things to know

Contact-record files are separate from Documents & Contracts, which handles proposals and signing.

Contact Infinity3 with the contact and filename if sharing does not behave as expected.