Client Portal & Requests
How to Copy and Share the Client Upload Link
Each client in Tidyflow has their own upload-only link that you can share—no need to generate anything manually.
Where to find it
- Go to the client’s Files tab.
- Click the Copy Upload Link button on the right-hand side.
This link is unique to the client and always stays the same. You can paste this link in an email, message, or portal request.
🛡️ Note: This link allows uploads only. Clients cannot view or download any documents.
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Last updated March 31, 2025