Sharing a file with a client

Prospo gives you two ways to share files with clients: send a document for e-signature, or share a file via a time-limited secure link.

Sending a document for e-signature

Send any document directly from the client's Files page to collect a signature:

1. Open the client's Files page

2. Upload the document (PDF or DOCX) or locate an existing file

3. Click Send for Signing on the file

4. Configure the recipients and signing fields

5. Click Send

The client receives an email with a secure link to review and sign. The file status updates to SENT then COMPLETED once all parties have signed. You can void and resend at any time before completion.

For a full walkthrough, see Sending a document for e-signature.

Sharing a file via secure link

For files that don't require a signature:

1. Open the client's Files page

2. Find the file you want to share

3. Click the More (⋮) icon on the file row and select Share

4. Copy the secure link from the dialog and send it to the recipient

Secure links expire after 24 hours. Generate a new link from the same menu if the recipient needs access again.