Sharing Externally & Requesting a Document

Getting Files To (and From) People Outside Your Team

Sharing a File or Folder

1. Select one or more documents (or a whole folder) → Share.
2. Choose view-only or allow the recipient to upload into a shared folder too.
3. A public link is generated — send it directly, or share it to a specific portal contact so it also appears in their portal login.
4. Set an expiration if the link shouldn't stay valid forever.

Requesting a Document From Someone

Instead of chasing someone by email for a file, create a Document Request:

1. Click Request in a folder, name what you need (e.g. "Signed NDA"), and select who it's requested from.
2. A placeholder document appears immediately in the folder, linked to a scheduled activity for the requestee.
3. The requestee (internal user or external portal contact) gets a notification and can upload directly into that placeholder — from their portal if external.
4. Once uploaded, the linked activity is automatically marked done, so you can see at a glance which requested documents are still outstanding.

This turns "please send me X" from an easily-forgotten email into a trackable to-do with its own follow-up.

Email-to-Document Inbox

Each Documents workspace can have its own inbound email alias — forward or CC documents to it and they're automatically filed as new document records, useful for capturing attachments from external senders who aren't in the system at all.