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How can I share a single file with multiple clients.

You can use the File Sharing area to share single files with more than one client.    First you need to make sure you have setup clients and / or circles. See “How do I setup access for a specific group or client?” Click on “Wp-Client” then “File Sharing” Choose Upload New file Use the “Assign to Clients” link to select all clients which...

How do I configure the document sharing area for clients?

This is actually done automatically for you just by creating a “client.”     Everything you need to upload and share files with clients is in place by default when a new client is created.      Login as your client id to see the Hub Page which you are directed to upon client login. Customizing the Hub Page You may wish to customize...

How do I setup access for a specific group or client?

Detailed Documentation found here:  http://kellerconstruction.com/wp-admin/admin.php?page=wpclients_help   A “Client” is basically a company or group which may need access to specific files – or may need to share specific files.     Think of a client as everyone associated with the same company. A “Circle” is a group of anyone that may be working on the same project.    You may have more than one...