Client Upload

Learn how to make use of the client upload feature

1. Client Upload Setup 
2. Moving Uploaded Files into Folders
    

Client Upload Setup

1. Within the Project Dashboard, mouseover the plus (+) icon above the folder tree and select Client Upload.
2. Click the Create Upload Link button.
3. Enter the required user information and then click Send Invite.
4. Click Save. The user will receive an email with a link to the browser-based uploader.

Note: Each user’s credentials can be edited or deleted by mousing over the actions menu to the right of the user’s email address.

Moving Uploaded Files into Folders

1. Locate files uploaded to the Client Uploader in the Uploaded Files section of the page.
2. Select the file(s) to be moved. To select multiple files, hold shift and click.
3. Select the folder/subfolder from the Move To: dropdown.
4. Click Import.