Client Management

With traditional file and document management apps, you may end up having to create a separate folder or folder structure for your Clients. These Client folders end up being partial duplicates of your already-existing internal team folders. For example, if your project team has a folder named ‘Mockups’, you may also have a folder named ‘Client Mockups’ to support a client-view or subset of those files that only Clients should see.

Instead of having to create duplicate folders or entire folder structures to support your Client, Redocd allows you to simply share your internal team folders directly with your Client. Any folder can be mirrored to the Client Portal for your Client to have easy access. But as mentioned above, there can be exceptions or subsets within the shared folder that must continue to be restricted from your Client; Redocd can handle those too.

To do this, simply right-click on any folder in your Propage, and click ‘Mirror to Client’ (ensure your Client Portal is turned on).

A folder Mirrored to the Client Portal.

Once the folder(s) you have selected are Mirrored to your Client’s portal, you can also account for any exceptions that should not be made visible to your Client. Simply click the lock icon (top-right).  A right-side pane appears to allow you to move any files that should not be Client-visible.  This setup ensures that when you mirror a folder for your Client, you assume they will want to see the majority of all files in the folder, minus any exceptions (e.g. a file that is still a work in progress).

A file is added to the Protected Files pane

 

In the example above, a mockup named ‘Slack Report’ has been moved to the protected pane. In doing this, the Client will not see or have access to this file on their Client Portal:

The Client portal. The Client is unable to view or access the Protected Files in the Propage.

The best part: no special permissions are required. Simply give the shareable link found in your Propage to your Client, and they will only need their email address to login; no password is required.

Setting up a portal for your Client has never been so easy. With no need to create duplicate-client folders, and no need need to manage client-specific permissions, you will be able to get your Client everything they need within minutes.

To learn more about how to use the Client Portal in detail, visit the How To page here: