If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

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.

4
4 votes

New Idea · Last Updated

Comments

Sign In or Register to comment.