How End Users Access Files, Projects, and Shared Updates in iTech System

Shared work is often available in the portal

Depending on your business configuration, end users may be able to review files, project updates, tasks, milestones, notes, or other shared records through their portal account.

How to use shared records

1. Open the relevant project, file, or update area from the portal menu.
2. Review the latest activity before sending a new message.
3. Download or preview files only from the records related to your account.
4. Use comments or support channels if a clarification is needed.

Best practice

Use the portal as the main source of truth for shared delivery items. This keeps communication organized and reduces confusion caused by scattered files or outdated email attachments.