Share files with clients, without sharing everything else.
Give each client their own folder, decide exactly what they can do in it, and send one-off files through a link. Clients are members like anyone else, so adding one costs nothing.
Everything a client relationship needs, on one plan.
A folder per client
Grant a client access to their own folder. Permissions on a folder apply to every subfolder and file inside it.
Only what they need
Tick the permissions that client needs - View, Download, Upload, Edit, Delete, Share or Manage - and nothing more.
Links for one-off files
Send a share link with an expiry time, a password, an email requirement or a download limit, and revoke it whenever you like.
Collect files without an account
A file request lets a client upload into a folder without signing up. They see an upload page, not your folder.
No per-client fees
Members are unlimited, so ten clients cost the same as none.
A record of every action
The audit log shows who uploaded, downloaded or changed what, and when.
Setting up a client folder
- 01
Create the folder
Make a folder for the client, with any subfolders you need.
- 02
Invite the client
Under Settings → Team Members, choose Invite, enter their email address and keep the Member role.
- 03
Grant access
From the folder menu choose Share / Manage Permissions, open People in your workspace and select Grant Permission. Pick the client and tick what they may do.
- 04
Or just send a link
For a single file, create a share link from its Share tab. To collect files, create a file request from the folder’s Upload tab.
Questions, answered
Do clients need to pay for an account?
No. Clients you invite become members of your workspace, and members are unlimited on every plan. People who send you files through a file request, or open a share link, do not need an account at all.
How do I keep each client’s files separate?
Give each client their own folder and grant permissions on that folder only. Permissions on a folder apply to its subfolders and files, and the audit log records every upload, download and change.
Can I stop a share link from working?
Yes. A share link can expire after a set number of hours or downloads, and you can revoke it at any time from the file’s Share tab.
Can clients send me files without seeing my folders?
Yes. Send them a file request. It opens an upload page with your title and description, and nothing from the folder itself.
Give every client their own folder.
60 days free, no credit card, unlimited members.