How do I share files with a client in SuiteDash?

For one-off sharing, create a Shared Folder in Files and share it with a client, a Circle or staff. If every new client should get the same folders, set up a Folder Generator so the structure is created automatically.

Steps: Shared Folder

  1. Go to Files and click New shared folder.
  2. Choose whether to create a new folder or share an existing one, then pick the clients, Circles or staff to share it with.
  3. To change or remove access later, open the folder's three-dot menu and choose Edit Share.

Steps: Folder Generator

  1. Go to Files, open Folder Generator, and click New Folder Generator.
  2. Build the folders and add any template files.
  3. Apply it when adding a Prospect or Client in CRM > Contacts (or Companies) > +Add, through a Kickoff Form, or later from the contact's Options menu > Folder Generator.

Watch out for

  • Files from a Folder Generator are copied only when it's applied. Later edits to the generator don't sync to existing clients.
  • You can have as many generators as you need, one per client type.

Questions

If I change a Folder Generator, do existing clients get the update?

No. Files in a Folder Generator are copied only when you apply it, and there's no sync afterwards. Later changes affect only the contacts you apply it to from then on. For existing clients, update their folders directly, or share a Shared Folder with them or their Circle. Source: https://help.suitedash.com/article/353-files-folder-generators · https://help.suitedash.com/article/331-files-shared-folders

Sources

We'll set up a clean folder structure for every client type: wrightclick.it/suitedash