> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.getzendo.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Find your files and forms

Everything you and the business exchange is kept for you in the portal: files sent in requests and messages, files the business uploads for you, and forms the business asks you to fill in. You find them under **Files** and **Forms** in the sidebar, and the newest ones on your dashboard.

## Files

**Files** holds every file shared between you and the business, in folders. If you are part of a team, the team has its own folder, with a folder for each person inside, so the whole team can find the files of a shared project.

![Files in the client portal: Upload files (1), a folder (2), and the copy link, download and ⋯ actions of each file (3).](https://getzendo.io/wp-content/uploads/2026/11/kb-k8-client-files.webp =800x303)

1. **Upload files** adds files from your computer. You can also drag them onto the list.
2. Open a folder to see what is inside. The path at the top takes you back.
3. Each file has three actions: the link icon copies its address, the arrow downloads it, and **⋯** lets you **Preview** it, rename it, move it to another folder or see its details.

Files you attach to a request or a message also stay in that request or conversation, on its **Files** tab. See [Follow your requests and messages](https://help.getzendo.io/en/article/follow-your-requests-and-messages-1834mz3/).

## Forms

When the business needs information from you, such as a project brief or an onboarding questionnaire, it sends you a form. You get a notification, and the form appears in **Forms** and on your dashboard.

1. Open **Forms**. The **Shares** tab lists the forms sent to you, with their status: **New** until you fill them in, then **Completed**. The **Forms** box on your dashboard can show only the **Pending** ones.
2. Open a form, fill it in and select **Submit**. Fields with an asterisk are required.
3. Your answers are on the **Responses** tab. Once sent, they cannot be changed; if something is wrong, write to the business.

A form can also come as a link, for example on the business's website. If it says **Sign in to continue**, sign in to the portal first. If it says **Already submitted**, you have already answered and the form accepts one answer per person.

## Your dashboard shows the newest

The dashboard has a box for **Requests**, **Orders**, **Forms** and **Files**, depending on what the business shows you. Each lists the newest items; the numbers **3**, **6** and **9** at the bottom choose how many, and the arrow at the top opens the full list. If the business added onboarding cards, they are on the dashboard too, with the first steps to take.

## Related

- [Follow your requests and messages](https://help.getzendo.io/en/article/follow-your-requests-and-messages-1834mz3/)
- [Send a request](https://help.getzendo.io/en/article/send-a-request-1bvrqxc/)
- [Buy a service](https://help.getzendo.io/en/article/buy-a-service-1owfcnp/)
- [Work together as a team](https://help.getzendo.io/en/article/work-together-as-a-team-15fh5h2/)