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Manage document sharing in client login

  • Updated

Learn how to share documents with owners through Client Login by selecting files from the Owner Feedback Files section.

Share documents with owners

You can control which documents owners see in Client Login by selecting them from the property’s filing cabinet. This ensures that owners have only access to the files you choose to share.

  1. Go to: The property profile
  2. Click the Filing Cabinet dropdown
    Owner-feedback-files.png
  3. Click Owner Feedback Files
  4. Tick/select files from the Filing Cabinet to make them visible in Client Login (and/or the Owner Report as applicable)
    Include-files.png
  5. Click Save/Update

These files will automatically be available to the owner when he signs into the Client Login portal.

What's next?

Learn what owners can access in Client Login, including dashboards, documents, advertising details, and enquiry feedback, and how to assist them in resetting or recovering their access through self-service or staff-assisted options.

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