View client files

Preview, download, and print files on a client profile.

Overview

Who sees what

• Staff: Private, Team’s shared (orange), Client’s shared (green).

• Client: Team’s shared (orange) and their own Client’s shared (green). They do not see Private.

What you’ll see

• Client’s shared folder (green): items the client uploaded.

• Team’s shared folder (orange): items your team shared to the client.

• Private folders (blue): your team’s internal files (not visible to the client).

View client files

1. Open Clients, find the client, and select Actions → View (or click the client’s name).

2. Go to the Files tab.

1. Click on the file name to preview.

Download client files

1. Open the client’s Files tab and click on the file name to open the preview.

2. Use your browser’s download:

• Right-click → Save as… (Windows: Ctrl+S, Mac: ⌘S), or

1. If a file can’t be previewed, it should download when you click it.

Print a client files

Need a hard copy? If you’ve uploaded PDF’s or images, you can print them directly from your client’s files.

1. Open the client’s Files tab and click the file name to open the preview.

2. Print using your browser:

• Right-click the preview and choose Print, or

• Open your browser’s print dialog (Windows: Ctrl+P · Mac: ⌘P), or

If the file won’t preview: download it, open it on your computer, and print from your PDF or image viewer.

FAQs

Which files can I preview in the browser?

Most images (jpg, jpeg, png, gif, webp), PDFs, and plain text files open in a preview.

How do I rename, move, or delete a file?

Use the Actions menu next to the file to Rename, Move, or Delete.

A file preview won’t load - what should I try?

First, download the file and open it locally on your computer. If you still want to preview in the browser, try another browser. Still stuck? Contact Support and include the file name and client.