Uploading files and managing versions
Files are uploaded from Files under Media and review or inside a project. New files start internal; the Client can see switch decides if a file appears in the client portal, and sending a version for approval shares it automatically. Every upload is scanned for malware.
Avaa TaskedUpload a file and client visibility
Every uploaded file is scanned for malware before it can be viewed or downloaded. New files start internal by default: clients cannot see them in the portal until you toggle the Client can see switch on the file, or send a version for client approval.
- In navigation, click Media and review, then Files (or open the Client tab in a project).
- Optional: open a folder, or click New folder and give it a name.
- Click Upload files and choose one or more files, or drop them onto the page.
- To share a file with the client in the portal, toggle its Client can see switch.
Add a new version and share on approval
The new version becomes current the instant the upload finishes, and all previous versions are preserved in the history. Sending a version for client approval from inside the review room shares the file automatically.
- Open the file from the list to enter its review room.
- At the top of the page, click Upload new version and choose the file.
- Clicking Send version to the client at the top of the room submits it for portal approval and shares it immediately.
Create a share link
The Share links section sits on the file's own Details tab. Sharing a whole folder instead is done from the Share button on the Files screen itself, once you are inside that folder - sharing is not offered at the root.
- On the file's Details tab, under Share links, optionally type a Password and set an Expires at date.
- Check Allow downloading the original if the other side needs the source file rather than a preview.
- Click Create link and copy it right away - it is shown only once.
- Revoke link cuts off anyone holding the address immediately.
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- Are new files immediately visible to the client in the portal?
- No. New files always start internal. Only a file with the Client can see switch enabled, or whose version was sent for approval, appears in the portal.
- What is the difference between sharing a file and sharing a folder?
- A file's link is created from its own Details tab; a whole folder's link is created from the Share button on the Files screen, only once you are inside that folder.
- What does someone see when they open a share link?
- A preview of the file, and the original only if Allow downloading the original was checked and the file has also cleared the malware scan.