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All documentation

Client Delivery

  • Client delivery overview
  • Configure client portal widgets
  • Prepare client access
  • Invite Clients to Portal
  • Send Files to a Client
  • Client Portal Experience
  • Delivery Permissions and Expiry
  • Review Client Submissions
  • Manage Release Requests
Galleries and PortfolioNext: Blog and Content Marketing
Documentation/Client Delivery

Send Files to a Client

Deliver finished work with a Portal Manager invitation for ongoing proofing, downloads, or courses, or share a Portfolio link for quick view-only access—the portal path uses /verify sign-in; the link path uses unlisted or password URLs without a portal account.

Hand off finished work through a portal invitation (ongoing client access) or a portfolio share link (quick, link-based viewing). Pick the path that matches your contract—portal for proofing, submissions, and courses; portfolio links for simple “here are your photos” delivery.

Prerequisites

Portal path: Dashboard → Portal Manager → Invitations (see Invite clients to portal)

Link path: Dashboard → Portfolio → collection → share link (see Share gallery links)

What you're looking at

Portal invitation: client receives email → signs into branded client portal → sees assigned gallery or resources.

Portfolio link: URL with privacy/password settings; no portal account required.

Implementation steps

Portal invitation (recommended for proofing and submissions)

  1. Confirm files live in a Portfolio collection (or linked resources in Media).
  2. Portal Manager → Invitations → Invite Client.
  3. Choose Gallery Access (or Video Library Access) → select the collection.
  4. Send and paste the access instructions into your client email.
  5. Open the invitation flow in a private browser window and verify gallery behavior.

Portfolio share link (lightweight)

  1. Open the Portfolio collection for this job.
  2. Set privacy (password or link-only) and download permissions.
  3. Copy the share URL from the collection or Share gallery links.
  4. Email the link with expiry and download rules in plain language.
  5. Test the link logged out.

What you'll see

Portal clients land in their scoped portal home. Link clients see only the public gallery page you shared.

Verifying your setup

  • You tested the client path (portal or link) in a private browser window.
  • Download and view rules match what you promised.
  • Client received clear instructions.