File Sharing

This guide controls which files of a car the buyer can see on the customer portal.

Requirements: The Owner or Manager role.

Share one fileCopy Anchor Link

1. Open the car and select the Files tab.
2. Point at the file. On a touch screen the buttons are always visible.
3. Select the eye button. Its label reads Show followed by the file name and to customer.

A shared photo or video carries the badge Shared. The tooltip of the eye button reads Visible to Customer. A hidden file shows Hidden from Customer.

To hide the file again, select the same button. Its label then reads Hide followed by the file name and from customer.

In the Documents card, each row has the same eye button beside the download button.

Share the whole galleryCopy Anchor Link

1. Open the Files tab.
2. In Photos and video, select Share Gallery With Buyer.

The dashboard releases every photo and video of the car. A message reports how many files were updated, for example 12 files updated.

When every photo and video is already shared, the button reads Hide Gallery From Buyer. Select it to hide them all.

The gallery action never changes documents. Each document is shared one file at a time, so paperwork is not released by accident.

RulesCopy Anchor Link

• A new file is hidden from the buyer until a team member shares it.
• The portal shows shared files only for cars on open or won deals of that customer.
• Files in From Tasks belong to the task and have no share button here.
• The share setting does not move a file between the cards. A document stays private, with no public address.

ResultCopy Anchor Link

The buyer sees the shared files on the customer portal. Hidden files do not appear. See the Portals guides for the portal itself.