{"id":1779,"date":"2023-03-01T20:42:49","date_gmt":"2023-03-01T20:42:49","guid":{"rendered":"https:\/\/paperbell.com\/support\/?post_type=ht_kb&p=1779"},"modified":"2023-03-01T20:42:49","modified_gmt":"2023-03-01T20:42:49","slug":"client-file-share-june-2022","status":"publish","type":"ht_kb","link":"https:\/\/paperbell.com\/support\/knowledge-base\/client-file-share-june-2022\/","title":{"rendered":"Client File Share (June, 2022)"},"content":{"rendered":"\n

This is an archived product update, and may not contain the most up-to-date information.<\/p>\n\n\n\n

You know how sometimes you have something you want to share with just one client?<\/p>\n\n\n\n

Maybe it\u2019s an audio recording of your call with them, maybe it\u2019s a special handout that you promised to send them during your last call. Maybe it\u2019s a template that you know they would find useful.

And sometimes your client has something they want to send something to you – maybe you asked them to fill out a doc with some \u201chomework\u201d questions and they want to send you their answers.

YOU CAN NOW DO ALL OF THAT IN PAPERBELL!<\/p>\n\n\n\n

I know, right??<\/p>\n\n\n\n

You will find this fancy-shmancy new option by searching for the client in your \u201cclients\u201d section<\/a> and then clicking on the \u201cShared Files\u201d tab.<\/p>\n\n\n\n

(Note that this is different from the \u201ccontent\u201d in your packages. Anything uploaded to content is automatically shared with every client who purchases that package. Shared files are a way to share with just one individual client.)<\/p>\n\n\n\n

\"\"<\/p>\n\n\n\n

You\u2019ll notice you can also see any files in this section that your client has uploaded for you.<\/p>\n\n\n\n

And note that you will both get an email notification as soon as someone uploads a file.<\/p>\n\n\n\n

See Your Active Clients First<\/strong><\/p>\n\n\n\n

And there is another small but MEGA useful change I wanted to let you know about!<\/p>\n\n\n\n

It used to be that when you looked at your client section it was alphabetical. OK, makes sense but what are the odds the client I need to see happens to be the one that starts with the letter A??<\/p>\n\n\n\n

So we changed things up so that you\u2019ll see your active clients on top. An \u201cactive\u201d client is one that has upcoming appointments, group sessions, a purchase with appointments remaining or an active payment plan.<\/p>\n","protected":false},"excerpt":{"rendered":"

You know how sometimes you have something you want to share with just one client? Maybe it\u2019s an audio recording of your call with them, maybe it\u2019s a special handout that you promised to send them during your last call. Maybe it\u2019s a template that you know they would find…<\/p>\n","protected":false},"author":14,"template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[30],"ht-kb-tag":[],"class_list":["post-1779","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-product-updates"],"yoast_head":"\nClient File Share (June, 2022) - Paperbell Support<\/title>\n<meta name=\"description\" content=\"This is an archived product update, and may not contain the most up-to-date information. 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