The work is finished, but the client cannot find the final files. Your team searches email, old links, and working folders to resend something that was already delivered.
The problem is not sending the file. It is giving the client a recognizable final package and a predictable place to retrieve it later.
Make the final package recognizable
Clients should not need to remember which message contained the latest link. That follows the usability principle of recognition rather than recall: make the correct destination visible instead of asking someone to remember it.
A reliable delivery process answers five questions:
- Which files make up the final package?
- Which version of each file is current?
- Which client contacts should have access?
- Where will the client find the package later?
- How will the team know the handoff was opened?
Answer these questions before sending the delivery message.
Separate working files from finished work
Use the client account's Files structure for working documents, revisions, comments, and approved outputs. Keep internal drafts in folders the client cannot access, and prepare one folder containing only client-ready work.
A useful delivery folder might contain:
- A final report
- Supporting exports
- Source files the client is entitled to receive
- A short readme or notes file when the package needs context
Use names the client will recognize. Internal shorthand such as final_v3_USE_THIS.pdf transfers your version confusion to the client.
Sydnee Files supports nested folders, name-based search, versions, comments, and folder access controls. Search covers names rather than document contents, and some file formats use a download-oriented view instead of an inline preview.
Confirm access before publishing
Working folders can use full, view-only, hidden, or custom client access. A parent folder can restrict what is available below it.
Review the complete delivery hierarchy before publication. When a folder becomes a Deliverable, Sydnee changes that folder and its nested folders to view-only access for clients. Existing custom client permissions in that hierarchy no longer apply while the Deliverable owns it.
This protects the final package from client-side changes. Publish only after removing internal drafts and reviewing any person-specific access that publishing will replace.
Keep revisions under one file record
When feedback produces a revision, upload the new version under the existing file record and add a useful change note. The current file stays clear while earlier versions remain available to authorized users.
File comments can keep discussion with the document. Images and PDF pages can also use visual pins that connect a comment to a location on that version. Videos and other preview types do not support pins.
If feedback creates a larger piece of work, track the action in Sydnee Tasks. The file holds the revision context; the Task holds ownership and timing.
Publish the folder as a Deliverable
A Deliverable is a named, client-facing, view-only presentation of an existing folder in Sydnee Files. It gives finished work a separate destination without copying or freezing the underlying folder.
The team workflow is:
- Place the finished work in one folder
- Confirm that nested folders contain only client-ready material
- Choose Publish Deliverable
- Add a client-facing title
- Review the presentation in Files
- Notify selected portal contacts or direct them to the portal
Clients see a focused presentation with the Deliverable title, publish date, file count, available preview imagery, and nested contents. They can browse folders, preview supported formats, and download files.
The team can send a branded email with customizable copy and review which portal contacts opened the Deliverable. A view means that person opened it. It does not prove approval, acceptance, or that every file was read.
Walk through a quarterly report delivery
Consider a quarterly reporting package for a multi-location client.
Prepare the folder
Create a client-ready folder named 2026 Q2 reporting package with the final report, location summaries, and supporting exports. Keep internal quality-assurance notes elsewhere.
Confirm the current versions
Open each file record and verify that the current version is the one approved for delivery. Add change notes where a revision may need explanation later.
Review the hierarchy
Check every nested folder. Publishing applies view-only client access throughout the Deliverable hierarchy, so remove or relocate working material first.
Publish and notify
Publish the folder as Q2 performance reports. Send the delivery email to the client contacts responsible for the work, or tell them where the Deliverable appears in their portal.
Confirm the open event
Use the Deliverable's Views area to see which selected portal contacts opened it. An open event records a view rather than approval, so follow up when your business process requires acknowledgment.
Preserve continuity
Leave the Deliverable connected to the client account so the client can return to the same named package later. The next reporting cycle can use the same organizational pattern without overwriting this delivery.
Avoid delivery mistakes
Publishing a working folder
A Deliverable presents the live folder hierarchy. It does not create a frozen copy, so publish only the folder intended for final client access.
Treating the delivery email as the archive
The email should direct the client to the Deliverable. The portal remains the destination for browsing and retrieving the package.
Calling a view an approval
Sydnee records when a portal contact opens a Deliverable. Use a separate, explicit approval process before publication when the engagement requires sign-off.
Mixing public links with portal delivery
A public download link is a time-limited link to one file that works without portal access. It is not a Deliverable or a permanent public folder.
Give finished work a clear destination
A reliable client file handoff has a prepared folder, verified versions, intentional access, a named Deliverable, and a record of who opened it.
Review Sydnee File Sharing for the complete Files and Deliverables experience. For a workflow that begins with review, use the guide to review client files without scattered feedback.
