SHARE, SEND, AND BULK ACTIONS

Working one file at a time gets old fast on a document-heavy job. SELECT mode on the DOCUMENTS tab turns the grid into a multi-select surface: pick a set of files, then act on all of them at once — share, send, download, re-file, or delete.

§Enter SELECT mode

1. 01Open the DOCUMENTS tab and tap SELECT.
2. 02Pick the documents you want to act on.
3. 03Choose an action from the bulk bar.

§Share to the customer portal

◉ share publishes the selected documents to the customer’s portal, where they appear on the portal’s Documents tab; ◎ unshare pulls them back. Photos have their own per-photo portal share toggle on the PHOTOS tab, so you control the customer-facing photo set separately.

• ◆The PORTAL tab’s “Homeowner sees” preview shows exactly what the customer’s portal contains right now.
• ◆The PORTAL tab’s analytics tiles include SHARED DOCS and SHARED PHOTOS counts, plus visit activity.

§Send documents to the customer

📤 send to customer delivers the selected documents to the customer directly. Use it when you want to push files to them, rather than sharing to the portal and waiting for them to look.

§The rest of the bulk bar

• ◆↓ download all — pull the selected files down in one go.
• ◆⊞ assign to job — file documents against the right job on a multi-job customer.
• ◆Recategorize — fix a batch of miscategorized files at once.
• ◆Bulk delete — remove a selection in one action.

§Share with a teammate

Selections can also go to your own team. The share-to-teammate action lets you pick one or more teammates, add a note, and send — each of them gets a notification linking straight to the item. It works from a single file or a multi-select, and the same action appears on photos, contracts, work orders, estimates, invoices, and payments across the app.

§Related

• ◆See “Customer portal setup” in PORTALS + SUBS for creating and managing the portal link itself.
• ◆See “Portal sharing controls” in PORTALS + SUBS for the full picture of what customers can and cannot see.