Sharing documents through your CRM should feel simple and secure. If you send estimates, contracts, onboarding files, invoices, or other customer records, stronger access controls can help you decide exactly who sees what and for how long.

📌 Why This Matters

Small business owners often handle private customer information every day. When documents are too easy to access, it can create confusion, privacy concerns, or unnecessary risk. With more control over shared document links, you can protect sensitive files, match your internal policies, and give customers more confidence when receiving important documents from you.

✨ What’s New

• Flexible sharing options: You can choose how each document is accessed when sending a link.
• Public link: Anyone with the link can open the document, which is useful for general files that do not contain sensitive information.
• Private link: Access is limited to authorized internal users, helping keep documents restricted inside your business.
• One-time code link: The recipient must verify access with a one-time code sent to their email, adding an extra layer of protection.
• Password-protected link: You can require a custom password before someone can open the document.
• Expiration dates: Shared links can expire automatically after a set time.
• Download controls: You can allow or block downloads depending on the type of file you are sharing.
• Access history: View document details and see when access happened for better visibility.
• Private by default: Shared document links are set to internal/private access unless you choose a different option.

🛠️ How to Use It

1. Step 1: Open the contact record and go to the documents panel.
2. Step 2: Select the document you want to share.
3. Step 3: Choose the access type that best fits the file, such as public, private, one-time code, or password-protected.
4. Step 4: Set extra controls like an expiration date or download permissions if needed.
5. Step 5: Share the link with your customer or team member.
6. Step 6: Check document details and access history to confirm who viewed the file and when.

💡 Pro Tip

Use password-protected or one-time code links for quotes, contracts, and invoices so customers feel safer opening them, which can help reduce delays and keep deals moving.