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Share working files with a client (Document Arena)
Clauseloop TeamISO certification software specialistsUpdated October 6, 20262 min read
The Document Arena is a private space for files that need no review: drafts, templates, spreadsheets. Open it from the project in Document Center, click Share a file, and the client downloads it from their portal. They can upload files back to you in the same place.
How to share a file
- Open Document Center, select the project, and select Document Arena.
- Click Share a file and choose the file. Any file type is accepted.
- The client finds it under Documents → Document Arena in their portal, and can upload files back with Upload a file.
- Files you share and files from the client are listed separately, and you can remove a file at any time.
Document Arena or Document Center
| Document Center | Document Arena | |
|---|---|---|
| For | Documents that need a decision | Working files |
| Status | Pending review to approved | None |
| Direction | The client uploads, you review | Both ways |
Frequently asked questions
Can another client see these files?
No. Each client’s Document Arena is reached only by your team and that client’s portal users.
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