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Guide/Documents & Exports/Share a document with a client
Documents & Exports

Share a document with a client

Choose a live link or portal delivery and set the right access controls.

Updated Aug 25, 2026Docsiv documentation

Choose between a live link and a portal delivery based on how much context and access control the client needs.

Share a live link

  1. Open the document and select Share or Publish.
  2. Choose the live link option.
  3. Set the access controls you need, such as a password, identity check, expiration, or viewer permissions.
  4. Copy the link and send it through your normal client channel.

Share through a portal

Add the document to the client’s portal and confirm the client has been invited. The portal is the better option when the document belongs beside project progress, media, approvals, or signing.

You can revoke or update a live link from its share settings. Document analytics are available for live links; a downloaded export is a file copy and does not report ongoing engagement.

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