Share Files With Clients

Share files as part of your conversation with existing clients. Ask clients to upload and share a document as part of their service request.

Customer Manager

Track files as part of the client’s account in our Customer Relationship Manager (CRM). Shared documents will be available to the relevant staff member working with the client

Client Portal

Shared documents are available via LiveSite client portal on your website. Clients are recognized and after verification, may view shared documents or share a file with you.

Email Notifications

The client and your appropriate team member are both notified of newly shared documents and can download them with a click.