Share files with a client

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

Share a link instead of emailing it

In the Share window, choose Copy link, then Create link. Gliss publishes the file and makes a private link for that person without emailing anyone, so you can send it by text or your own email. You can copy it again any time from Recipients on the file.

See how far your client has got

A sent file opens on its summary. It shows where the file has got to — sent, viewed, in progress, completed — who you shared it with and how many of its pages that person has opened, when they last looked, the invoice's payments, and every answer they've given, page by page. Edit file takes you back to the editor whenever you need it.

Its row on the project's Files tab carries the short version: when it went out, pages opened, and each thing it asks of them — Contract (signed 1 of 2), Invoice (paid 0 of 2), Questions (answered 3 of 5). Your own Client preview doesn't count as a view.

If a contract on the file is waiting on your signature, you can countersign it from the summary.

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.

Add a page

Choose Add page under the page list. You can start from a blank page, or add a page that's ready to go:

• Invoice — the services you set, with a payment plan. It's the project's real invoice — it's on the project's Payments tab straight away, and it goes out with the file (dated the day it does). Write its services, discount, tax, PO number, notes and payment plan right on the page — each payment gets a share of the total, when it's due (on signing, a week or more after the invoice, or a set time before the event) and a name. The dates are worked out on the day the file goes out. Reminders and the tip prompt are in the invoice builder.
• Contract — an agreement to sign, from one of your contract templates.
• Payment — paying as its own step. It charges the invoice this file already has, so there's only ever one amount and one record; it doesn't bring a second invoice with it. Your client gets View invoice there, which opens the invoice itself as a PDF — the same document you'd email them.
• Packages — packages for your client to pick from. It doesn't change your invoice: add their package pick to the invoice yourself if you want their choice to set the price.
• Questions — for telling you what you need to know.

Or reuse pages from any of your templates — all of them, or just the ones you want. New pages go in after the page you're on and take this file's design.

To rename, duplicate, move or delete a page, use the ⋮ next to it in the page list — or drag it into place. Above the page, Next takes you through the file in the order your client will see it.

Import a questionnaire you already have

If your questions live somewhere else — another tool, a Word document, a PDF you send by email — you don't have to retype them. Choose Import a questionnaire on the Files page, then paste the questions in or drop the PDF.

You'll see everything it read before anything is saved, with each question's type beside it — short text, checkboxes, a date — so you can correct anything that came through wrong and drop what you don't want. It keeps the document's own section headings, so a long questionnaire arrives as pages rather than one wall of questions.

Saved this way it becomes a template, ready to drop into any project. If you're already building a file, Add page → Import a PDF brings the questions straight into that file instead.

A few things worth knowing:

• PDFs only, up to 25MB.
• A scan won't read. If the PDF is a photograph or a scan of a page, there's no text in it to read — paste the questions in instead and they'll come through fine.
• Nothing is saved until you've looked it over.

Start from a template

A template belongs to no project, so it can't be sent as it is. Open it from Settings → Templates and choose Use in a project: Gliss copies it into the project you pick and opens the copy, ready to fill in and send. The template itself stays as it was.

A template's invoice is written on the template's page too — its services, payment plan and notes. Each project you use it in gets its own invoice from it, with its own number; the PO number is left for you to add per project.

Find your way back

The top of every file names the project it belongs to. Click it to go back to that project's Files tab. A template links back to Templates instead. Archiving or deleting a file takes you to the same place.

Your lines, or your client's pick

An invoice starts blank — one empty row, waiting for a service name and a description. Every line says where it comes from — Yours, or Client's pick — and every line can be removed, the pick's included.

• They're choosing online. Add a Packages page, then + Add → Your client's package pick on the invoice; that line fills in when they choose. Your own lines show their amounts straight away; the total reads $750 + their pick until the rest arrives, and the invoice goes out once it has its full amount.
• They already chose, in person. Either just write the invoice yourself, or keep the Packages page and choose for them: Choose for {name} beside the package they picked. The invoice fills in at once, and your client sees their package already chosen with a note saying you chose it together and to message you to change it.
• Adding something ad-hoc. + Add on the invoice — a service you set, or your client's package pick back again.