How clients view, sign, and pay multi-page documents

Clients open shared files from the portal or email links. Multi-page brochures, contracts, and invoices keep the same header tools so clients always know how to sign, pay, or review totals.

• Package selections and running totals appear in a Cart control in the document header.
• Clients can review subtotal, tax, surcharge, and total while flipping pages.
• Totals live in portal chrome instead of inline HTML, which keeps paginated brochures readable.

• Download – Anyone who can view the document can download it; there is no separate download permission.
• The old “Who can download” control is removed for staff; view access drives download.

When you publish an updated live file, earlier signatures may be voided and clients sign again. If you only opened the editor without saving content changes, signatures stay valid.

• Countersigner – Staff countersignatures can remain on the file when the update keeps their signed slot intact.
• Send step – Send to contact(s) appears only after the assigned countersigner finishes signing.

Clients and guests downloading HTML-based files receive every published page in one PDF.

• Portal file view – Download assembles all published pages, not only the page you are viewing.
• Published snapshot – Tabs and page content match the last version you sent; draft-only pages stay hidden until you Update & Share.

• Read-only view – Clients can open an expired file and see your custom expired message plus an Expired on date.
• Blocked actions – Sign, pay, and questionnaire submit are hidden and return a friendly error if triggered.
• Open offers – Active files show Expires on instead of only a share countdown.
• Portal list – The documents list includes an Expired tab.

On dynamic brochure-to-invoice files, clients pick packages in the Cart, then confirm selections.

• Cart bar – Totals stay visible while they flip brochure pages.
• After confirm – TalleFlow builds the linked invoice; sign and pay unlock when that invoice is ready.
• Mismatch – If local cart choices no longer match what was confirmed, sign and pay stay closed until they confirm again.

• Line items at checkout – Stripe Checkout lists each invoice line; tax follows manual rates or Stripe automatic tax when you enabled it.
• Installment order – When you build a payment plan in the main app, due dates must stay in chronological order before you share.

• Build and send multi-page documents, proposals, and brochures
• Paying an Invoice in the Client Portal
• Reviewing & Signing Contracts in the Client Portal