Video:
Step-by-Step:
1. Go into the Record > Portal > File Sharing section
2. Create folders for your client
3. Click Add from record and select files to share with them
4. Alternatively, right click any file > Share > Share with guests
5. If a file is being shared, there will be a sharing icon next to the name at all times
6. If you want to stop sharing a file, you can go into the portal, right click > Remove. This will only remove it from the portal, not Edi
What your client sees: