Workflow RecipesReview the document locallyLocal learning progress only. No recipe action has started in this browser.
Quest log
Intermediate
Practice / Manual
Workspace access required
Agent
Transaction Coordinator
Operations Lead
General
Share a document with a client
Choose a document, review portal access, share it with a client, and confirm the client path works.Access And Alternatives
Controlled document sharing depends on Client Portal access in your workspace.Can I try sample data?
No cookbook sample share is currently proven.Can I do it manually?
If access is available, review the recipient and share boundary before creating one controlled share.Can the assistant prepare it?
The AI path remains unavailable until it enforces the same access boundary as the native surface.What access is required?
Client Portal access · A document and intended recipientIs there a usage or provider dependency?
Reviewing or downloading locally is not equivalent to sharing with a client.What if access is unavailable?
Open the document in the workspace without creating a client share or delivery claim.Steps
Your local learning progress. This is not proof that work was completed.1 of 4: Open the document workspaceNot started
- 1Open the document workspace
- 2Select the document that should be shared
- 3Review the recipient and portal access settings
- 4Share the document and confirm the client download path
What This Teaches
- How to start this workflow without guessing the first screen.
- How to use Documents as the manual path.
Ways To Practice
Sample pathDocument sharing is tested, but a dedicated sample tour still needs evidence.
AI helper pathPending until this helper path has enough proof.
Prerequisites
- Workspace access
- A document ready to share
- A client portal recipient
Readiness And Safety
Manual ready
Outcome ready
Needs evidence
- Review recipient access before sharing.
- Do not imply the assistant shares files on the user behalf.
- Keep portal delivery separate from email or SMS outreach claims.