# Manage client files
## 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**
3. 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
{% hint style="info" %}
Items inside Client’s shared can’t be renamed, and the root folders (Team’s shared, Client’s shared) themselves can’t be renamed.
{% endhint %}
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).
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