Share files to the customer portal without an email

Not every file needs its own email. The signed contract, a permit approval or the interconnection paperwork can go into the customer portal for your customer to find when they next log in, without another message landing in their inbox. You can now share files that way.

Uncheck the contacts

Share a file from the project's Files tab as usual, from its ... menu or by selecting several files and clicking Share. The project's primary contact starts checked. Uncheck every contact and the email preview gives way to a note that no email will be sent.

Click Share and the file gets its green Shared badge. It appears in the Shared files section of the customer portal for every contact who logs in.

Check a contact and it works as before: they get an email about the files too.

Sharing without an email needs your customer portal set up on your account. Without it, you still need to check at least one contact.