> ## 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).

# Share files with clients

Every file added for a client belongs to that client: a file in a request, in a conversation, or uploaded to their profile. You upload a file for a client on their profile, and you see the files of all your clients in **Library › Files**.

## Upload a file for a client

1. Open the client's profile. See [Use the client profile](https://help.getzendo.io/en/article/use-the-client-profile-1xp49mx/).
2. Open the **Files** tab.
3. Select **Upload file** and add the file.
4. To upload from the list of all files instead, open **Library › Files** and select **Upload files**.

![The Files tab (2) on a client profile lists every file shared with that client.](https://getzendo.io/wp-content/uploads/2026/11/kb-c8-client-files.webp =800x400)

![Library › Files keeps one folder per client, and Upload files (4) adds files from here.](https://getzendo.io/wp-content/uploads/2026/11/kb-c8-library-files.webp =800x424)

## Files reach a client in four ways

- Someone attaches a file to a message, in a request or in **Messages**.
- A client uploads a file through a Request Form, an Order Form or an Intake Form, if the form has a file field.
- You upload a file on **Library › Files** or on the client's profile.
- An automation's **Send message** action can include attachments, so a file can be sent automatically. See [Automate a request type](https://help.getzendo.io/en/article/automate-a-request-type-1m2cf6k/).

## Each file also stays where it was added

You rarely need **Library › Files** to find a file. Every file attached to a request is on that request's **Files** tab. Every file attached to a conversation in **Messages** is on that conversation's **Files** tab. All of one client's files are on the **Files** tab of their profile. See [Use the client profile](https://help.getzendo.io/en/article/use-the-client-profile-1xp49mx/) and [Message clients outside a request](https://help.getzendo.io/en/article/message-clients-outside-a-request-1ixx0ns/).

## Keep files in folders, and add links

Each client has a folder in **Library › Files**. Inside it, **Add new** offers three things:

- **File upload** adds files from your computer. You can also drop files onto the list.
- **Folder** creates a folder, for example `Brand assets` or `Final deliverables`, so a client with many files can find them.
- **Link** adds a link with a name, for example to brand guidelines in Figma or a shared drive. It sits in the list like a file, so the client finds everything for the project in one place.

![A client's folder: Add new with File upload, Folder and Link, a folder and a Figma link in the list.](https://getzendo.io/wp-content/uploads/2026/11/kb-c8-add-new-v2.webp =669x206)

Each row has a link icon that copies its address, a download icon, and a **⋯** menu to rename it, **Move** it to another folder, preview it, see its details or delete it. The path at the top takes you back up. Clients see the same folders in **Files** in their portal and can upload files there themselves. See [Find your files and forms](https://help.getzendo.io/en/article/find-your-files-and-forms-1callve/).

## A file that belongs to a team is available to the whole team

Client teams have their own rows in **Library › Files**. A file that belongs to a client team is available to everyone in that team, not only to one person. See [Put clients into a team](https://help.getzendo.io/en/article/put-clients-into-a-team-74h5nv/).

## Files count towards your storage limit

Files count towards your workspace's storage limit, which depends on your plan. You see how much storage you have used out of the total, with a percentage, in two places: under **Workspace information** on **Settings › Workspace › General**, and on **Settings › Workspace › Plan & billing**. A file you share with several clients counts only once. Attachments to messages and forms do not count. See [Understand your plan and limits](https://help.getzendo.io/en/article/understand-your-plan-and-limits-56zm9l/).

Deleting a file in **Files** also removes it from the request or conversation where it was attached, because it is the same file.

## Related

- [Use the client profile](https://help.getzendo.io/en/article/use-the-client-profile-1xp49mx/)
- [Message clients outside a request](https://help.getzendo.io/en/article/message-clients-outside-a-request-1ixx0ns/)
- [Put clients into a team](https://help.getzendo.io/en/article/put-clients-into-a-team-74h5nv/)
- [Understand your plan and limits](https://help.getzendo.io/en/article/understand-your-plan-and-limits-56zm9l/)
- [Automate a request type](https://help.getzendo.io/en/article/automate-a-request-type-1m2cf6k/)