The Files tab is a private file library inside the portal. Your team and clients can upload, share, and manage files in a secure space that’s only accessible to portal members.
Uploading Files #
- Open the portal and click the Files tab.
- Drag and drop files onto the upload area, or click to browse your computer.
- Files are uploaded and appear in the list immediately.
If approval is required, you can designate an approver during upload (see File Approval Workflow).
Supported File Types and Size Limits #
Your admin controls which file types are accepted and the maximum file size. These are configured under Settings → ClientPress → File Uploads.
Common types that can be enabled:
- Documents: PDF, Word, PowerPoint, Text
- Spreadsheets: Excel, CSV
- Images
- Archives: ZIP
If a file is rejected on upload, it is likely the wrong type or too large.
Adding a Linked File #
Instead of uploading a file, you can add a link to an external resource (such as a Google Doc, Dropbox folder, or any URL).
- Click Add Link in the Files tab.
- Enter a display name and the URL.
- Save.
Linked files appear in the same list as uploaded files, marked with a link icon. Clicking them opens the external URL in a new tab.
Client Upload Permissions #
By default, only your team (admins and project managers) can upload files. You can allow clients to upload files on a per-portal basis.
To enable client uploads for a portal:
- Open the portal editor.
- Find the Allow Client Uploads setting.
- Enable it and save.
File Visibility #
Not all files are visible to everyone immediately:
- Files with no approval required are visible to all portal members right away
- Files pending approval are visible only to the uploader, the designated approver, and admins
- Approved files are visible to everyone in the portal
- Rejected files are visible only to the uploader and admins
See File Approval Workflow for details.
Pagination #
The Files tab shows 20 files at a time. Click Load more to see additional files.
Deleting Files #
Files can be deleted by users with the appropriate role. Who can delete is configured under Settings → ClientPress → File Uploads → Who can delete files.
File Storage and Security #
Uploaded files are stored in a protected directory on your server and cannot be accessed directly via URL. All file downloads are routed through a secure PHP endpoint that verifies the user has access to the portal before serving the file. See Private File Storage and Security for more details.
Enabling or Disabling the Files Tab #
The Files tab can be turned off globally under Settings → ClientPress → Features. When disabled, the tab is hidden from all portals.
