Upload, organize, and download files
Add files, create folders, move work into place, and download what you need.
Use the Files browser to keep client work in folders. Team members can manage files. A client can manage a folder only when they have Full Access to it.
Choose what you want to do
What do you need before you start?
- Open the client account's Files area or the folder where the files belong.
- Uploads from Recent, Starred, or Deliverables go to that account's main Files folder. Open a regular folder first when files belong there.
- A client can upload at the account's root Files level. Inside a folder, the client needs Full Access. View Only allows viewing and downloading, but not uploading or organizing.
- Keep each upload at 100 files or fewer and each file name at 255 characters or fewer. The per-file limit is 5 GB on Core and the free trial, or 512 GB on Growth and Power Team.
How do you upload files?
- Open the account's Files area or the destination folder.
- Choose Add Files, or Upload Files where shown.
- Select the files in your computer's file picker. Uploads start automatically.
- Check the destination shown in the uploader.
- Wait for every upload to finish before you leave the page.
You can also drop files into the Files area. A batch keeps the destination where you started it, even if you move to another view. Uploads from Recent, Starred, or Deliverables open Recent when all files finish. If an upload fails, the uploader stays open for retry.
You can choose files from a folder on your computer. Sydnee uploads the selected files into the open Sydnee folder. It does not rebuild the computer's folder tree.
Check file upload limits and previews.
How do you create or rename a folder?
To create a folder, open its parent folder, choose New Folder, enter a name, and choose Create Folder.
On desktop, right-click the account root or empty space below its sidebar folders to create a folder at the root. Choose Create Subfolder from a folder's menu to create one inside that folder. The same subfolder choice is in mobile folder actions.
The account root and folder menus use the location you selected, even when another view is open. The ordinary New Folder button uses the open folder.
To rename a folder, open its menu, choose Rename Folder, and save the new name.
How do you rename a file?
- Open the file's menu and choose Rename. In the viewer, use the name or choose Rename file from its menu.
- Enter a name of up to 255 characters.
- Select Rename File.
Use a short name that tells people what the file contains.
How do you move files or folders?
- Select the item or items you want to move.
- Choose Move File, Move Files, or Move Folder.
- Pick the destination folder.
- Confirm the move.
How do you download files?
Open a file and choose Download, or use its menu. You can also select several files and download them together as an archive. Downloading a folder prepares its contents as an archive.
Large folders may take time to prepare. Keep the page open until the download starts.
What happens next?
The upload appears in its destination folder. Uploads from Recent, Starred, or Deliverables appear in the account's main Files folder. Supported images, PDFs, videos, and audio can open in the viewer. Other file types can still be stored and downloaded.
What does your client see?
A client sees only folders allowed for their account user. Full Access lets them manage files in that folder. View Only lets them open and download. Hidden content does not appear.
How do you fix a common problem?
Upload is not available: check the workspace's Files setting and storage allowance. If a client cannot upload inside a folder, check that they have Full Access. Uploads from Recent, Starred, or Deliverables use the account root.
A move changed who can see the file: check the new folder and every folder above it. A more strict parent wins.
A download will not start: try one file first. Then check your browser's download permission and network connection.