How to Share files in Billdr Pro

Step-by-step: Share files with clients in Billdr Pro

1. Open the project’s Files tab

   • From your dashboard, click the project name.

   • Select Files on the top navigation bar. You’ll see default folders—Expenses, Invoices, Quotes, plus a special folder called Shared with Client.

2. Share a document with the client

   • Inside Shared with Client, click Add File.

   • Drag-and-drop (or browse for) the file you want to share.

   • The document appears instantly in that folder and on your client’s portal.

   • Your client does not receive a notification when a file is added. You will need to inform them by sending an email or text message.

3. Receive a document from the client

   • Your client can drop a file into the same Shared with Client folder on their side.

   • Refresh the Files tab and you’ll see their upload in real time.

   • You do not receive a notification when a file is added by your client. They will need to inform you by sending an email or text message.

4. Create new folders (optional)

   • Click New Folder, name it, and press Save.

   • Use folders to separate plans, permits, photos, or any custom grouping you prefer.

5. Move files or folders

   • Check the box beside one or more items.

   • Click Move, then choose the destination folder to keep everything organized.

6. Share multiple documents at once

   • Single files: tick the file(s) you want, choose Share, and copy the generated live link.

   • Entire folder: tick the folder, hit Share, and send that link instead.

   • Anyone with the link sees an always-up-to-date view—changes you make after sharing (edits, deletions, new uploads) appear automatically.

7. Share files with your employees

   • Toggle Yes in the Shared with employees column.

   • Your employee does not receive a notification. You will need to inform them by sending an email or text message.