Just these help pages, not phone support or the product itself
0
1
2
3
4
5
Very dissatisfied
Very satisfied
Why did you give this rating?
Anything else you want to tell us about the help?
You're able to share a sent or received document in your Documents page to another user who isn't currently part of the client portal. For instance, you may wish to share a client's financial statement with their bank. You're able to use the Share with contributor option to allow the bank access to the client's approved financial statement.
Only the selected document is shared with a contributor. Any tasks that are linked to the document are not shared with any contributors.
See Example 4 in About your client portals for an understanding of why you might wish to include a contributor.