How to Copy and Share the Client Upload Link

Last updated March 31, 2025

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.

Copy Upload Link screenshot

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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