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

  1. Go to the client’s Files tab.
  2. 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