Allow document sharing by non-contacts

Joelle_TJoelle_T Posts: 6

Other portals allow individuals who are not contacts to send documents just by clicking on a link to the portal. This was a great benefit when we used Sharefile as clients' attorney, former accountant, etc. could send us sensitive documents without having to be set up as a contact and we could send docs out the same way. We have a link in our email signature for just this reason, but it only works for current contacts.


  • JoanneJoanne Posts: 5

    This would be nice to have. When one of my clients asks me to send their tax return to their banker, it would be great to have a way for the banker to access the document I put in the contacts file.

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