Administrative users can share a direct link to a specific folder within a client vault, making it easier for clients or collaborators to land exactly where they need to go—without extra navigation. This feature is also available to clients, allowing them to share links with trusted collaborators.
Use Cases for Admins
Here are a few ways this feature can save you time and improve communication:
Send a client directly to a folder to review a file you just uploaded.
Guide a collaborator to upload a document in a specific folder (e.g., “Tax Documents > 2024”)
Support onboarding or renewals by pointing users to folders where they should begin (e.g., “Start Here” or “Compliance Documents”).
Redirect clients to updated policy folders, such as “Insurance > Life > Updated Beneficiaries.”
How to Copy and Share a Folder Link
Access the client vault from your Admin Portal.
Navigate to the folder you want the client or collaborator to land on.
Right-click the folder name, click on the arrow next the name on the path or click the 'Actions' button.
Select "Copy Link to Folder."
Paste and share the link via your preferred communication method (email, chat, etc.).
What Happens When the Link Is Opened?
- The recipient will be asked to log in using their credentials (or create an account if they don’t have one).
- After login, they’ll be automatically redirected to the folder the link was copied from.
- If they don’t have access to that vault or folder, they’ll be notified accordingly.