Platform / Client portal and sharing
Share chosen documents with your client.
Your client and outside people see only what you share.
Sample job
Client portal · Kingsbury Commons
Shared with you
- Pay application 3Certified Oct 8, 2026
- CO-001 · Upgraded lobby storefrontApproved
- Photos this week12
- Sheets A-101 to A-1044
What it does.
Client portal
Invite your client to a portal with the documents and updates you share.
Invites by email
Invite your client by email. They sign in with their own account and see only what you share.
Accounts for outside people
Architects, owner's reps and subs get their own accounts. They see only what you share.
Share plan sheets
Share only the sheets you choose with people outside your company.
Notifications
See what needs your attention in one place: approvals, answers due and emails sent.
Coming soon.
- Coming soonA portal for subs, with their subcontracts and bills.
- Coming soonE-signature for proposals.
- Coming soonMessages with your client.
See it on a job like yours.
One of us will walk you through it on a call. Tell us who you are, and we'll email you a time.