Portal Files

How clients browse, download, and upload project files in the portal.

Each project in the portal has a Files page where clients find the files you’ve shared with them and upload their own.

How portal files work

• Clients see only the files and folders you’ve shown in the portal, plus the files uploaded from the portal. See Files for how to share them.
• Files are always organized by project, and shared folders keep their structure so clients can open nested folders. The path above the list shows where they are, starting from All files.
• Each file shows its size, the date it was added, and who uploaded it: You for the client’s own files, or the name of the client or teammate who added it. Images show a thumbnail.
• Files uploaded from the portal can be deleted from the portal. Files your team shared can only be viewed and downloaded.

How clients use portal files

1. Open a project in the portal and select Files.
2. Click a folder to open it.
3. Drop files on the upload area, or click Choose files. Files go into the folder that’s open, and appear in the project’s Files tab for your team. The upload area reminds clients that “Your project team can see everything you upload.”
4. Click a file’s name to download it.
5. To delete a file they uploaded, click the delete button on its row and confirm.

Clients can also upload files requested on a task directly from that task. See Portal Tasks.