Client Portal Pro can show files to your clients in several ways (on the client portal).
The choice of file views are useful for anyone who’s sharing files with their clients as they make the ‘finding the file’ experience much cleaner for the end client, depending on use case.
Read on to see the three different file views, or click here to view the settings for file views, or here to see the pre-requisites for automatic thumbnail generation, (even from pdfs!)
Client Portal File Views:
There are now three ways to show your clients files via the client portal:
- Simple View
- List View
- Thumbnail Gallery
… Simple view offers a simple list of files:
… List View shows the files (in categories, if present), with thumbnails (where possible)
… and Thumbnail gallery shows the files (in categories, if present) with thumbnails (where possible)
Using File Categories for Organization
When you add a Category to a file it gets grouped with other files of the same category in Client Portal (when View Mode is set to List View or Thumbnails).A
After setting the View mode, choose a category while uploading the file:
How it looks in the Client Portal:
For more information about allowing clients to upload files via their Client Portal Pro, please refer to this documentation page.