Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Files
Every file shared in your workspace, where it came from, and how to upload or delete.
Files collects the files shared in your workspace in one list, with where each came from.
Overview
This guide covers finding, downloading, uploading and deleting files.
Who Can Access
There is no Files permission of its own. Team members who can view orders or tickets, manage order messages, or use Team Messenger can open it. Only the agency admin can upload.
Step-by-Step Guide
Open Files
Click Files in the sidebar.
Find a file
Search by name, size, type or who uploaded it, and filter with All Types. Click a column title to sort.
Download or open
Use the download button. For a Drive link, use Preview or Open in Drive.
Upload
Drop files on the box or click browse. Each file can be up to 500 KB. With Google Drive connected, you can also Add Drive Link.
Where Files Come From
- Order messages and order forms
- Tickets, from your team or the client
- Team Messenger and Live Chat
- Your own uploads and Drive links
Good to Know
- The Resource badge links to the order or ticket when there is one.
- Deleting needs Delete Orders or Add & Delete Tickets. A deleted file also stops opening where it was shared.
- Files sent in chat are limited to 100 KB.