Individual custom fields on a file can be shared as read-only or editable fields. In the Client Portal, the fields will appear in the More view of the file details.
For each field, choose whether to hide the field, share it as read-only (visible but not editable by the client), or share it as editable.
For convenience, you can click Make all fields editable or Hide all fields.
Optionally, click Apply same portal sharing settings to all files of this type to override the settings on all files of this file type that you currently have access to.
Share documents, notes, appointments, and tasks with clients