> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/sharepoint/sharing-documents-with-clients.md).

# Sharing Documents with Clients

## Sharing Documents with Clients

Rather than emailing files back and forth, you can generate a secure SharePoint sharing link straight from the household record and send it to a client. The client gets a normal SharePoint link — no rubica login required — scoped to exactly the access level and time window you choose.

#### Creating a sharing link

1. Open the household record and find the **Client SharePoint Folder Sharing** panel (on the household's SharePoint-related tab).
2. **Client Folder Path** shows the folder this link will point to. This defaults to the household's linked SharePoint folder.
3. **Shared Folder Name** (optional) — a friendly name for the link; leave blank to use the folder's own name.
4. Set **Access Level**:

| Access Level            | What the client can do                         |
| ----------------------- | ---------------------------------------------- |
| View Only               | View and download files, but not add anything  |
| Upload Only             | Upload new files, but not browse existing ones |
| View, Upload & Download | Full access — view, download and upload        |

5. Set **Link Expiry** — **30 Days** or **90 Days**. After this period the link stops working and a new one must be generated.
6. Under **Select Clients (Share Recipients)**, tick the client contact(s) the link should be associated with. Their name and email are shown for confirmation.
7. Click **Create Sharing Link**.

{% hint style="info" %}
The link itself is a standard SharePoint sharing link — anyone who has it can use it within the access level and expiry you set, so only send it to the client it was created for.
{% endhint %}

#### Other actions on this panel

* **View in SharePoint** — opens the folder directly in SharePoint, in case you want to manage sharing settings there instead.
* **Share Externally** — opens SharePoint's own native sharing dialog for this folder, for cases that need finer-grained control than the options above.

#### Admin section

Expand **Admin** at the bottom of the panel to see the underlying **Document Folder Path (Relative)** and **Full Document Folder Path URL** for this household. This is mainly useful for troubleshooting — for example, confirming a household is pointing at the correct SharePoint folder if documents aren't appearing on the [Viewing & Navigating Documents](/households/sharepoint/viewing-and-navigating-documents.md) tab.