How do I create client access?
From your professional space, go to the "Clients" section in the left menu. Click on the client in the list to open their file, then click "Send access". An email is automatically sent to the client with their link to their secure client space.
How does my client access their space?
After access is sent, the client receives an email with their personal link. They create their password on first login. Their space allows them to receive documents from you and send documents to you on request.
How do I create a reusable template?
In the "Templates" section, click "New template". Define the name and the list of documents to collect. This template will be available when creating each new collect request. Note: team members can create and edit templates only if the administrator has granted them this permission in Settings > Policies.
What should I do if my client doesn't receive the email?
Ask them to check their spam or junk mail folder. If the problem persists, go to their file in your professional space and click "Reset access" — a new link will be sent by email.
Can I configure the document retention period?
Yes. In Settings > Documents, you set the maximum retention period for collect requests: 30, 60, 90, 180, or 365 days. This period applies to all new requests created by your team.