The Files app lets you and your clients exchange files, organized by project. Both sides can upload. Clients are emailed when you share a file, and files they upload show up in your activity feed.

Uploading and organizing

• Drop files onto the page or use the upload button. In the admin, choose the project first.
• Use New folder to organize files inside a project. Files without a folder sit in Unsorted.
• Maximum file size is 50 MB. Common document, image and media types are accepted; executable files (such as .exe and .bat) are blocked for everyone's safety.
• Mark a file Internal to keep it visible to your team only.

Comments and approvals

Open any file to preview it. On PDFs you can click anywhere on the page to leave a pinned comment, so feedback points at the exact spot. Every file also has general comments.

• Send for approval asks the client to review a file.
• The client can Approve it or Request changes with a note explaining what to fix.
• You can Cancel request if you sent it by mistake.

The data room: restricting a file to specific people

Some documents shouldn't be visible to everyone at a client company. Mark a file as part of the data room and choose exactly which contacts can open it, with an optional expiry date, after which access stops.