# Do clients need a Briefcase account to send documents?

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Do clients need a Briefcase account to send documents?. Email: no. Clients can forward documents to their Briefcase email address without an account. WhatsApp:.

**Email:** no. Clients can forward documents to their Briefcase email address without an account.

**WhatsApp:** yes. WhatsApp uploads are matched to the phone number on the client's Briefcase profile, so the client needs an account with their phone number added. When you invite a client, the invitation includes the set-up steps, and WhatsApp is set up during sign-up, so there's nothing to configure on your side.

Learn more: [📄 How to add users to Briefcase: invite team members and clients](https://briefcase.so/articles/how-do-i-invite-new-users-to-briefcase) · [📄 WhatsApp upload](https://briefcase.so/articles/whatsapp-upload) · [📄 Email upload](https://briefcase.so/articles/email-upload)

## More in Getting started - Client

-   [Can I invite users as a client of an accounting firm?](https://briefcase.so/articles/how-do-i-add-additional-users-to-my-briefcase-account)
-   [How to get started with Briefcase as a client](https://briefcase.so/articles/how-to-get-started-with-briefcase-as-a-client)
-   [How to get started with Briefcase Ledger as a client](https://briefcase.so/articles/how-to-get-started-with-briefcase-one-as-a-client)

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