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File Sharing

To share a file with your client you need to have a file column on the item/subitem that is being shared with them. If you do you get the option for sharing a file column whenever you're setting up column permissions.

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As an example here, client 1 has a "First Sketch" that they need to approve. This is being shared with them through subitem sharing.

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When the client opens their portal, they can see a message asking them to go through designs and approve/reject/comment. They can also see that there is a file attached under the DESIGNS column.

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If they click on this row, they're taken to the item details page where they can see or change details or comment on the design if it's an image.

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Clicking again on the image preview here or on the file columns will open the annotator window.

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The client can now click on the image and leave a comment on a certain part of the image. 

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If they sync the comments, they will be sent to you to see.

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After that the client might choose to reject the design or approve it.

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You can see now that the subitem has new updates and the design was rejected by the client.

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To see the client's comments, add the "ActionLink Item View" to your subitem/item and navigate to the view.

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