Share and deliver files

Organize client files, review changes, and present final work with Deliverables.

Files gives your team and clients a place to work with uploads. When a folder is ready to hand off, turn it into a Deliverable to give your client a page for the finished work.

Let's walk through the process, from setting up a folder to sharing the final work.

Choose the right place for the work

While work is in progress, use Files to sort uploads into folders, control client access, discuss images and PDFs, and keep versions together.

When a folder is ready to share as final work, use a Deliverable. It presents the live folder and its files in a view-only client experience; it doesn't make a new copy.

Need your client to send information or source material first? Start with a Request, then organize the finished work in Files.

Set up the working folder

Open your client account's Files area and create a folder with a name they'll recognize, like Brand photos or June reports. You can add smaller folders when they help keep things organized.

Upload your files, then rename or move them as needed.

Learn how to upload, organize, and download files.

Find files and follow activity

Looking for a file? Open Files → All Files to search across client accounts. On desktop, use the account, uploader, file type, date, comment activity, and Starred filters to narrow the list.

To catch up on file activity, open Files → Inbox. The page is titled File Activity. You can filter by account or unread status, then open an item to go to its file, comment, or version.

Find and manage files across accounts.

Review file activity in the Files inbox.

Decide what the client can do

Before you share a folder, choose what your client can do with it:

Full Access lets allowed clients upload, rename, move, and delete files.
View Only lets them open and download files.
Hidden keeps the folder out of the client portal.
Custom Access lets you choose specific teammates and client contacts. Selected teammates can use the folder. Each selected client contact gets Full Access or View Only. Everyone else is hidden from the folder.

A parent folder can make the folders inside it more strict. Those same access rules apply when someone opens a copied client link.

Learn how folder access works.

Review the work together

Open a file to preview it. When comments are enabled, your team and client can leave feedback right there. Need someone's attention? Type @ and choose their name.

On a desktop browser, place a pin on the exact spot in an image or PDF that needs feedback. The pin stays with the file version where it was added. On a phone, you can view pins and move between each pin and its comment.

When the same file changes, upload a new version. You can add a change note, compare older versions, and choose which version is current.

Learn about comments, mentions, and visual pins.

Learn how file versions and history work.

Publish the finished folder

Ready to hand off the folder? Creating a Deliverable makes that folder and all folders inside it View Only for clients. Check that access change before you create it.

Open the folder and choose Turn into a Deliverable. Add a title, check the access change, then choose Create Deliverable. It appears in your client's Files area right away; creating it doesn't send an email.

To send an email, select Share and pick your client contacts. Check the subject, message, and button text, then send it.

Learn how to publish and manage a Deliverable.

Using Sydnee for Healthcare? Share files in your branded portal, where clients sign in and their folder access applies. Public links are off.

For other workspaces, anyone who receives a public download link can download that file without signing in until the link expires or you turn it off. Use a Client Link instead when the recipient should sign in and folder permissions should apply. A public link doesn't share the folder or give portal access.

Learn how public file links work.

What your client sees

Each client sees only the work available to them. When they open a Deliverable, it's marked as seen for that person. That tells you the page was opened, not whether they read or approved the work.