Q: Documents - Clients
Does it have the posibility to send documents to sign / approve by clients, like contracts and to send them payment links, invoices, etc? The client has a portal where to find all these or just emails sent? in the project management, can the client be involved in tasks or just the team? Thanks
Dirks_FlowyTeam
Oct 17, 2025A: At the moment, in project management, clients can view tasks but are not directly involved in managing or editing them. And yes, you can send contracts for approval or signature through the Contract Module. You can also send payment links and reminders directly from the system.
Clients will have access to a separate client portal, where they can view all relevant documents, or they can also access them via email, they’ll receive both.