Client Files

The Files section gives you access to all documents your service provider has shared with you, as well as files attached to individual projects.

1. Viewing Shared Files

1. Click Files in the left sidebar.
2. The list shows file name, date uploaded, and size.
3. Files shared specifically on a project can also be found in the project's Files tab.

2. Downloading a File

1. Find the file in the list.
2. Click the file name or the Download icon.
3. The file is saved to your computer.

3. Uploading a File

If your service provider has given you permission to upload files:

1. Click Upload File.
2. Select the file from your computer.
3. Click Upload.
4. The file is now visible to your service provider.

4. Deleting a File

If you have permission to delete:

1. Click the Delete icon next to the file.
2. Confirm.

If you do not see a delete option, contact your service provider to remove the file on your behalf.

5. Files in Projects

Files can also be found on individual projects:

1. Go to Projects → open a project.
2. Click the Files tab.
3. Download or upload files in the context of that project.

Tips

• Check the Files section whenever your service provider sends you a notification about a new document.
• Use file uploads to send your service provider supporting materials (e.g. brand guidelines, reference documents) without using email attachments.