Allow clients to view file attachments

Hi,

Would it possible to create a permission to allow Clients to view file attachments?

Thanks

Antony

Hi @Antony_Nicholas

If a file is attached to an invoice or estimate, this is already possible.

The user will see a list of files when they login to view them, and we can include a list of attachments in an email too.

Is this the sort of thing you mean, or are you referring to another part of the system?

No, I mean the “Client File Attachments”.
Under the “Client File Tab”. I don’t think those files can be viewed by the Client. I have a feeling it wasn’t designed for the Client to view those files.

Also I think it would be quite handy if when a client is logged in they can have another Tab that lists all of their files instead of having to click on the specific invoice.

2 Likes

Thank you for your suggestion and clarification. We’ll leave this thread open for others to add their vote for this feature.

Yes please. Would be good to have a file section for the clients to view general terms and conditions that they had maybe signed, so that they apply to all invoices, rather than specific invoices. A tab next to Estimates on the clients Account control panel would be good. Thank you :slight_smile:

Yes please! I would LOVE to be able to give my clients another tab in their account dashboard where they can see all their terms, contracts, agreements etc. Is there any possibility we can tweak the existing client file attachment function to have a little checkbox option in the upload form - “display this in the client’s dashboard”. If its possible, thanks in advance!