---
title: "File Sharing"
url: "https://primalaw.productfruits.help/en/article/file-sharing"
language: "en"
last_updated: "2026-02-23T16:22:46.110Z"
---

# File Sharing

The Client Portal supports secure two-way file exchange.

## Uploading Files to Checklist Items

1.  Open the **Case Page**.
2.  Go to the **Checklist**.
3.  Upload files to specific checklist items.

Clients can:

-   Upload required documents.
-   Download documents you upload.
-   See which items are complete.

When you mark an item complete:

-   It crosses off in both views.
-   The client sees that no further action is required.  
    

## Sharing Files from the Files Tab

For documents not tied to checklist items:

1.  Open the **Files** tab.
2.  Upload the document.
3.  Click **Share**.

The file becomes visible in the client portal.  

## Two-Way Notifications

-   You are notified when a client uploads a document.
-   Clients are notified when you upload or share documents.

This keeps communication centralized and secure.  

## Best Practices for File Sharing

-   Use checklist uploads for required documents.
-   Use Files tab for general document sharing.
-   Mark checklist items complete after review.
-   Encourage clients to upload documents through the portal instead of email.