How-to · Contracts & Files
Share files with a client
Send documents, forms, or links on a branded page a client can open without an account.
Updated June 17, 2026
You can send a client a branded page with files to download, forms to fill in, or details to confirm. They open it from a link, with no login required.
Send a file
- Go to Files and choose New file, then pick the project it belongs to.
- Build the page: add documents to download, a form to fill in, or instructions.
- Send. The client gets a link to a branded page.
Note
Anyone with the link can open the page, so send it to the right person and keep sensitive details out of the message itself.
Collect a response
If you include a form, the client's answers save back to the project automatically, so you don't have to copy anything over by hand.