Documents
The Documents section allows you to share files with your clients via their portal.
Document types
Educational resources
- Tool sheets
- Practical exercises
- Recommended readings
- Videos and podcasts
Working documents
- Session materials
- Mind maps
- Tracking tables
- Journals
Add a document
- Go to My Client Portals > [Client] > Documents
- Click "+ Add document"
- Configure title, description, category, and upload file
Supported formats
- Documents: PDF, Word, Excel, PowerPoint
- Images: JPG, PNG, GIF
- Audio: MP3, WAV
- Video: MP4 (YouTube/Vimeo links recommended)
Frequently Asked Questions
What is the size limit? 10 MB per file. For larger files, use an external link.
Can the client download documents? Yes, all shared documents are downloadable.