Client File Sharing From First Upload to Final Delivery
Keep uploads, feedback, revisions, and finished work connected to one client account. Control folder access, review supported files in the portal, and turn a completed folder into a polished Deliverable.
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One connected client file workflow
Collect working files, control access, keep review history in context, and deliver finished work without moving the client to another file-sharing tool.
- Multi-file uploads
- Nested folders
- Full Access
- View Only access
- Hidden folders
- Custom access
- Table and Gallery views
- In-browser previews
- Comments and @mentions
- Image and PDF pins
- File versions
- Starred and recent files
- Custom file ordering
- Multi-file ZIP downloads
- Public file links
- Team-only file history
- Client Deliverables
- Deliverable email sharing
Work, review, and delivery in the same portal
Your team manages the full file workspace while clients see the folders and finished work their access allows.
Client file workspace
- Organize files by client account
- Switch between Table and Gallery views
- Keep starred and recent files close
Focused file delivery
- Publish an existing folder
- Include nested folders and files
- Give clients a view-only handoff
Branded client portal
- Surface new Deliverables on the dashboard
- Keep finished work easy to revisit
- Connect delivery to the rest of the account
Upload and Organize Files Around Each Client
Upload multiple files, build nested folders, and keep each client's working documents in the account where the rest of the relationship already lives.
- Drag files directly into the current folder
- Upload multiple files in one browser flow
- Sort by custom order, upload date, or name
- Start new accounts with a default folder structure
Set Access at the Folder Level
Give each client and teammate the access their role requires. Parent-folder restrictions remain in effect throughout the hierarchy.
- Full Access for people who can upload and organize files
- View Only for browsing, previewing, and downloading
- Hidden for folders that should remain internal
- Custom access for selected teammates and portal contacts
Review and Share Files in Context
Switch between detailed and visual views, open supported files in the browser, and keep feedback and versions with the file they belong to.
- Table and Gallery views for different kinds of work
- In-browser previews for supported images, PDFs, video, and audio
- Drop a pin on an exact spot in an image or PDF page and comment on it
- Mention a person in a comment to bring them into the conversation
- Comments and historical versions stay with the file
- Multi-file ZIP downloads and public file links with flexible expiry
Turn a Finished Folder Into a Client Deliverable
Publish an existing folder as a named, view-only Deliverable so clients can browse, preview, download, and revisit finished work from their portal.
- Publish the existing folder without copying its files
- Include nested folders in the focused delivery view
- Email selected client contacts when a Deliverable goes live
- See which portal contacts have opened the Deliverable
- Review team-only file activity and export the history as CSV
FAQ
You can store and share client files in Sydnee, with in-browser previews for supported images, PDFs, videos, audio, and other common formats. If a format cannot be previewed, clients can still download the file.
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