Sydnee Docs
Guides and answers for setting up your workspace, managing client work, and using your client portal.
Try “invite a client”, “file access”, or “branding”.
New to Sydnee? Start here.
Your workspace, your portal, your first client.
Explore by topic
Learn the essentials or jump straight to the steps you need.
Accounts & client portal
Find your way around client accounts and portal access.
Tasks & boards
Get to know boards, assignments, and shared client work.
Requests
Learn about forms, client answers, and collecting files.
Files & deliverables
Explore file sharing, feedback, and the final handoff.
Live Chat
Find the right conversation for clients and your team.
Workspace settings
Make Sydnee yours with branding and team settings.