Interactive tutorial
Opens in the app and needs you to be signed in.
Overview
In Materials you store your files and organize them in folders you can share with your clients. Materials is part of the paid plans. If your plan stops including it, the files you already have stay visible in read-only mode: you can view, download and delete them, but not upload new ones or change folders. There are My folders, which you create, and System folders, read-only, where the Clients folder gathers the folders you create in each client's Materials tab.
Steps
- In Materials, click New folder and give it a name.
- Inside the folder, use Upload and choose Files or Folder. Each file can be up to 2 GB and counts toward your plan's storage; executables are not accepted.
- In the folder's menu, choose Share, pick the clients or the tags, and use Save sharing.
Pages
Under Upload you also have New page: a document you write in the platform itself, with headings, lists, tables, images, callout boxes, and blocks that open and close. You can use Add cover or icon to personalize it.
What the client sees
In the app, under Materials, the client sees the folders shared with them, opens and downloads the files, and reads the pages. On the client page, the Materials tab gathers everything linked to that client, including chat files and check-in photos.