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.
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.

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.

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 and Message clients outside a request.

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.

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.

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.

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.

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
• Message clients outside a request
• Put clients into a team
• Understand your plan and limits
• Automate a request type

Updated on: 09/11/2026