Share images, documents, exports and any other files with an organization's contacts through their portal. Access is limited to contacts attached to that organization, and each contact sees only the organizations they are attached to.

Only files in the Shared folder are visible to organization contacts. Everything else on the record stays internal to your studio.

Shared folders work the same way on Subject Groups, Subjects, Jobs and Tasks, so you can scope what a contact sees to a single group or booking rather than the whole organization.

Do not confuse Shared with Staff Shared. Staff Shared controls what employees in the General Staff group can open, and it is not visible to contacts.

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Upload Files and Trigger Email Notification to Notify Organization Contacts