Q: Portals and document sharing
If client portals are not included in this deal how are documents shared?
Derrick93527May 7, 2025
Founder Team
Koren_OneDeck
May 7, 2025A: Client portals will be included in this AppSumo deal for Tier 3 and up, but they’re not live yet.
In the meantime, you can share documents in a few easy ways:
1. Get a direct link and share it with your client.
2. Download as PDF and send it via email or message.
3. Use automations to send the document automatically when publish or any other trigger you set.
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