Upload and share files in the library
You and your client can upload and share files, including your own personal tools, legal forms, spreadsheets and more.
On GrowthWheel Online you can upload your own files, send the files to your clients, and keep track of all shared files. And the best thing is that your clients can do exacly the same!
To get started go to the new menu "Personal" and upload one or more of your own files. You can both upload documents, spreadsheets, images, and PDF's
Upload and share your own files
You can use your files the same way as you do with the GrowthWheel Tools: email files to a client, download them, mark your favorites with a star, and add files to the tool basket.
Keep track of the files you have shared
The menu "Advisor Files" will help you keep track of all the tools and files you have emailed to a client. Go to your Client List, select a client, and go to Client Relation to get an overview. You client will have the same option of viewing shared tools.
See all your client's shared files
Your client is also able to upload files to GrowthWheel Online. This is a good way to share filled out Worksheets or information about the client company. In the menu "Client Files" you can get an overview of your clients files.
Send Links to Tools instead of Attachments
You can send email tools as links (instead of as attachments). To use this option go to your profile and open email settings. At the bottom you can turn on "Send tools as links".