Enhance collaboration with Document Sharing Tool for Client Management
Strengthen document security by eliminating the need to send email attachments or use other public channels. Share documents safely via protected links and track changes with ease.
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Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
Note: Integration described on this webpage may temporarily not be available.
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What makes pdfFiller an outstanding Document Sharing Tool for Client Management?
Explore a vast array of features that streamline your daily work.
Multiple sharing options
Share documents securely via direct links and QR codes or embed fillable forms in your website. Alternatively, send documents via email, fax, or SMS.
Secure shareable links
Generate short links to your documents, configure privacy settings, and make it easy for recipients to access your files from any device.
Permissions control
Decide who can access your documents and how they can interact with them. Allow recipients to view, edit, or eSign documents in an intuitive online PDF editor.
Password protection
Lock your documents with a password to protect them from unauthorized access.
Expiration dates
Enhance security by setting expiration dates for your shareable links. Ensure users can access your documents only within a specified time frame.
Instant notifications
Receive real-time alerts once your documents are reviewed, filled out, signed, or edited. Track every document change and stay in the loop at all times.
Trusted document editing and sharing software
People all over the world use pdfFiller to handle paperwork digitally. Anytime and anywhere.
64M+
users worldwide
420+
Fortune 500 companies using pdfFiller
4.6/5
average user rating
238K
documents shared per month
Create, edit, and share documents securely with an end-to-end PDF solution
100% paperless workflows
Enhanced productivity & collaboration
Reduced paperwork and labor costs
Why pdfFiller wins
Cloud-native PDF solution
Access pdfFiller from anywhere. No lengthy installation and updates are required.
Top-rated for its ease of use
Edit, share, and track documents with an intuitive UI that only takes minutes to master.
Unlimited document storage
Securely store any number of documents and templates in the cloud.
Unmatched cost-to-value
Benefit from an all-in-one document management solution at a lower price than other brands.
Industry-leading customer service
Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
Security & compliance
Protect your data according to the highest security standards.
pdfFiller streamlines document processes across industries
Our user reviews speak for themselves
How to leverage the best Document Sharing Tool for Client Management
Harness the full potential of document management with pdfFiller’s cutting-edge features for effective distribution and collaboration on files. Efficiency and connectivity are crucial for solutions like this Document Sharing Tool for Client Management, and pdfFiller is your trusted partner in achieving just that. Explore the intuitiveness and convenience of having the ability to share important paperwork with colleagues, customers, or partners anytime, anywhere, and on any device.
With actual updates and notifications, you’re always in the loop, making certain that tasks move forward seamlessly. This solution empowers teams to work with each other more efficiently, fostering a collaborative environment that brings success. In addition, pdfFiller ensures that your documents are distributed and kept safely. With advanced encryption and permission settings, you control who views or edits your PDFs, safeguarding your sensitive information.
Steps to get started with your Document Sharing Tool for Client Management
01
Get started with pdfFiller by logging in to your existing account or creating a new one and starting a free trial. While on trial, you can access exclusive features for efficient document management.
02
Proceed to the Dashboard, click Add new, and import, create the PDF form from scratch, or find a suitable template in the library.
03
Once you’re in the online editor, you can introduce all the adjustments to the form using pdfFiller’s editing toolbar.
04
Add fillable fields for more efficient collaboration. Click the EDIT FILLABLE FILEDS button on the right, choose the field type, and place it where required across the page. Add as many fields as needed.
05
Assign fillable fields. Where necessary, dedicate particular fields to certain parties you will share the work with. As soon as finished with field configurations, click SAVE to continue editing.
06
When done with the document, click the dropdown next to DONE, and select Share. Choose the most appropriate option to send the form.
Embrace the effectiveness of pdfFiller’s functionality and impove your document-based workflows. Level up your productivity, boost collaboration, and protect your paperwork in one platform. Start your journey towards unparalleled effectiveness and connectivity by registering your account now.
Ready to get started?
Jump in and try our Document Sharing Tool for Client Management hands-on!
Speed up document editing and sharing
Enhance data security
Simplify document tracking
Questions & answers
Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is file sharing management?
File sharing simply means that multiple people or computers and mobile devices can access the same file simultaneously. The type of access may include the ability to read or view the file, edit or modify it, copy it, or print it. File sharing is typically controlled through various levels of security. Why Should I Use File Sharing in Project Management Software? Wrike project-management-guide faq Wrike project-management-guide faq
What are the 2 types of file sharing?
What are the main types of file sharing? Peer-to-peer (P2P sharing) Cloud-based sharing. Email attachments. File transfer protocol (FTP) File encryption. Authentication. Access controls. Protocol protection.
What is file sharing and how does it work?
File sharing is the public or private sharing of files or folders on a computer connected to a network. Files can easily be shared outside a network via removable media, but the term file sharing almost always refers to sharing files on a network. File sharing allows several people to use the same file data.
What is the best secure file sharing for accountants?
FileCloud Best Secure File Sharing for Accountants: Data can be stored and shared in seconds across the globe with multiple teams working together and collaborating in real-time. Secure File Sharing for Accountants - FileCloud FileCloud secure-file-sharing-for-acco FileCloud secure-file-sharing-for-acco
How do you manage a document management system?
Document Management Best Practices: 6 Top Tips Recognize the need for a document management system. Reduce paper clutter in your office. Organize Digital Cabinet and Folder Structure. Make Sure That Your File Naming & Indexing is uniform. Protect Your Documents from Possible Threats. Go For Automation. 6 Best Practices For Document Management System - Docsvault Docsvault blog document-managem Docsvault blog document-managem
Which software is best for sharing files?
The top 5 file transfer software in 2024 (tried and tested) Filestage best file transfer software for getting feedback on content. WeTransfer best file transfer software for quick content sharing. Send Anywhere best file transfer software for sending large files. Google Drive best file transfer software for teams. The Top 5 File Transfer Software in 2024 (Tried and Tested) - Filestage Filestage blog file-transfer-software Filestage blog file-transfer-software
What is file share management?
File Share Management (FSM) is a robust and user-friendly self-service web-based application. designed to streamline and enhance the management of file shares on Windows servers. Catering to the needs of both IT administrators and the helpdesk, FSM revolutionizes file share management by providing an all-in-one
Should I turn off file sharing?
Turning on sharing changes your firewall settings to allow some communication, which can be a security risk. If you know you won't need to share files or printers, the safest choice is No, don't share or connect to devices.