Share a Document with a Client via the Secure Document Sharing Module

The secure document sharing module lets you exchange documents with other users in a secure mode.

Whether you want to send financial statements to your client, architectural plans to your supplier, or payroll statements to your employees, this module is made for it.

Instead of sending an e-mail with attachments, we'll send an e-mail to your client asking them to connect to GEM-CAR to retrieve their documents.

With this slip system, you can see when it was sent and if it was read. 

First of all, you need to create an access to GEM-CAR for the person with whom you wish to share these documents. 

To do so, you will need to create a secure folder, add documents to it and specify at least one recipient.

Click on Clients > Clients. Select the client you want to send the document to. 

To create a secure folder, click on the + symbol in the Secured folders tab. 

In the next window, on the Info tab, enter the following information:

• Title (this is the title, not the file name, that will appear when you send your file to a recipient)
• Follow-ups
• Labels (allow you to qualify your shipment (e.g. fragile, urgent or for approval). You can combine several labels)
• Completed (yes or no)
• The document

You can Share or simply Save and Close. 

Whether the recipient has opened the file or not, it will be automatically disposed of within 6 months.

You cannot change your name under created by.

In the Notes field, enter any details, comments or instructions for your recipient.

Uploaded documents will appear under Title.

Place your documents in the Drop or click to upload one or many documents.

You can send several documents in different formats, or simply a compressed zip file.

If you choose to Share the document, click on the tab Recipient(s) > +New and add a contact who will receive the document by e-mail. The recipient must first have access to the platform. You can assign multiple recipients if needed. By default, the recipient will be the selected client who already has a "client" access level to the platform.

Enter a recipient and click on Save and close.

You can now send your file by clicking on Share. A confirmation will be displayed before sending.

If the information is correct, click on Share.

Once the document has been shared, a slip will be created in the document's section. It will contain:

• the title of your file
• the sender's name
• the name of the recipient
• the sent date
• the read date. 

Click on the title to open the document and print it or save it in PDF format.

As soon as you share a folder, it will appear in the Slips tab.