Manage client files

Create, move, rename, delete, and unshare files and folders.

Overview

Quick rules

• Private folders (blue): Team only. You create these outside Team’s shared. Rule: If it is not inside Team’s shared, it is Private.

• Team’s shared (orange): Files your team shares with the client (visible in the client portal).

• Client’s shared (green): The client’s space in the portal. Clients can upload, rename, move within this area, and delete their own items.

• One-way boundary: Nothing moves into or out of Client’s shared. Staff may view/download here and re-upload to Private if they need a copy.

• Root folders: Team’s shared and Client’s shared at the client’s top level are system-created. They cannot be moved, renamed, or deleted.

What staff can do

• Private: create/upload, move, rename, delete.

• Team’s shared: create/upload, move (to/from Private), rename, delete.

• Client’s shared: can view and download files only.

What clients can do (in the portal)

• Client’s shared: upload, move (within this area), rename, delete.

• Private / Team’s shared: cannot act here (they can only view and download items in Team’s shared).

Common tasks

• Make a file visible to the client: move or upload it to Team’s shared folder.

• Keep a file internal: store it in Private.

• Keep a local copy of a client upload: download from Client’s shared, then upload to Private.

Move a file

Who can move what (staff): You can move items between Private and Team’s shared. You cannot move anything into or out of Client’s shared.

1. Find the item (file or folder)

2. Actions → Move

1. Choose a Private or Team’s shared folder(client-visible), then Save.

Notes

• Moving an item into Team’s shared makes it visible to the client in the portal.

• Moving an item into a Private folder hides it from the client.

Rename a file

Items inside Client’s shared can’t be renamed, and the root folders (Team’s shared, Client’s shared) themselves can’t be renamed.

1. Find the item in Private or in Team’s shared.

2. Actions → Rename, enter the new name, Save.

Delete a file

1. Find the item in Private or Team’s shared.

2. Actions → Delete.

• You cannot delete items from within the Client's shared folder.

Share a file with a client

1. Find the private item - folder or file.

2. Actions → Move → choose the Team's shared folder → Save.

• Once moved to Team's shared folder, the item will be visible to the client in the portal.

Stop sharing a file with a client

1. Open Team’s shared folder and find the item.

2. Actions → Move → choose a Private folder → Save.

• Once moved to a Private folder, the client can no longer see it in their client portal.

FAQs

Can I restore recently deleted files?

Deletes files are immediately removed. However, we retain server-side backups for a limited period and may be able to recover a file or folder on a best-effort basis. Contact our support team.

Can I hide something from the client later?

Yes. Move the item out of Team’s shared and into a Private folder. Once it’s in Private, it’s no longer visible in the client portal.

What is a Private folder?

Any folder you create outside of the Team’s shared folder. It is visible to your team only and never shown in the client portal.

How do I keep my own copy of something the client uploaded?

Download from Client’s shared, then upload it to a private folder (or to Team’s shared if you also want the client to see it).