Share one employee document with a client

A client never gets a folder. On one of their own bookings, where your crew is listed (only when you share crew names with that client), a client contact can tap Ask for a document for one person and name what they need. Nothing is shared by asking. You hear about it three ways: a notice, a dot on Menu → Documents, and "1 client request" on that person in the Documents list.

Open the person's folder: the request is at the top with Share a file and Decline. Share a file lets you pick ONE file from the folder and how long the client can view it (7, 14 or 30 days; 14 unless you change it).

A document can be picked only when it is approved and its switch "Can be shared with clients" is on; a certificate only when it is approved and in date, and only by the people who review certificates. The client then views that one file inside the app until the date; it is never a link they can pass on.

The employee is told every time, and sees "Shared with" the client and the date on that document or certificate. In the folder, under "Shared with clients", Take back ends it at once; so does switching that document's sharing off, deleting it, turning it down, or a certificate running out or being renewed.

Decline tells the client, with your reason if you type one; the employee is not told, because nothing of theirs went anywhere. In Menu → Requests the same request shows Open folder instead of Approve, because approving alone would share nothing. Answering needs the right to manage that employee (the people who can open their folder).