Documents & File Sharing
Share files with clients. Keep everything organised.
Stop emailing large attachments back and forth. CMA lets you upload documents, organise them into folders, and share them with clients through their portal. Store certificates, compliance paperwork, plans, and any file your clients need access to - all linked to the right client record.
Create folders and subfolders to keep documents organised by project, client, or document type.
Every document is linked to a client and team. Find what you need without searching through email.
Documents shared with clients appear in their portal automatically. No need to email attachments.
Documents & File Sharingで得られるもの
Create folders and subfolders to keep documents organised by project, client, or document type.
Every document is linked to a client and team. Find what you need without searching through email.
Documents shared with clients appear in their portal automatically. No need to email attachments.
See who uploaded each document, when, and the file type and size.
Store Gas Safe certificates, electrical test results, building control sign-offs, and any compliance paperwork.
Clients can upload their own documents - floor plans, inspiration photos, planning permissions - directly through the portal.
How does CMA help me share documents with clients?
Add documents from your computer or phone. Assign them to a client and folder.
Create a folder structure that works for your business.
Documents appear in the client's portal for them to view and download.
Clients add their own files - inspiration photos, plans, approvals - to the shared space.
CMAの他の機能を見る
Every client detail in one place - not scattered across your phone.
Build professional, itemised quotes in minutes - not hours.
Send invoices. Get paid. Stop chasing.
Block your diary. Let clients book. Never double-book again.
Show your best work. Win bigger jobs.
Give your clients a professional, branded self-service experience.
Keep every client conversation in one tidy thread.
Email all your clients at once. Or just the ones you choose.
Push invoices to Xero automatically. Make your accountant happy.
A clear, shared to-do list per client. Nothing slips through.
Earn £10 every month for every business you refer.
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