Documentation Client Portal Client Documents
Detailed guide

Client Documents

The signed-in client's home screen listing every quote and invoice that has been shared with their email.

Client Documents is the client's index of shared paperwork. It only ever lists documents tied to their email, so the client sees their own quotes and invoices and nothing else.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Find a specific quote or invoice by number or project.
  • Open a document to accept a quote or download an invoice.
  • Sign out when finished.

Put it into practice

  1. Confirm you are on the right session — the header shows the signed-in email and when the session expires.

    InteractionsClient Documents header.

  2. Use the relevant search box to filter the Quotes or Invoices table down to the document you want.

    InteractionsQuotes card 'Search quotes...' or Invoices card 'Search invoices...'.

  3. Click Open on the row to review the document.

    InteractionsQuotes or Invoices table: the Open button on the target row.
    Open workflow: Client Quote Review

What to review

Header

Shows the title, 'Signed in as [email]', a 'Session expires' timestamp, and a 'Sign Out' button.

Quotes card

A count badge, a 'Search quotes...' box, and a table with Number, Client, Project, Status, Total, Issued, Expires, plus an Open button per row. Empty state: 'No quotes shared yet.'

See guide: Client Quote Review

Invoices card

A count badge, a 'Search invoices...' box, and a table with Number, Client, Project, Status, Total, Issued, Due, Paid, plus an Open button per row. Empty state: 'No invoices shared yet.'

See guide: Client Invoice Review

Guardrails

  • Only documents shared with the signed-in email appear; there is no way to browse others' records.
  • The session expires on its own, after which the client must request a new sign-in link.
  • Empty tables ('No quotes/invoices shared yet.') mean nothing has been shared, not that something failed.
  • Visibility is scoped to the client's allowed email and the specific documents granted.
  • There are no edit controls here — the portal is read-and-respond only.

If it starts drifting

  • If an expected document is missing, confirm internally that it was shared to this exact email.
  • If the session expired, return to sign-in and request a fresh link.
  • If search hides a row, clear the search box to see the full list again.