What file sharing features does SuiteDash include?

SuiteDash includes centralized file storage with automatic folder structures for every contact, company, project, and staff member. Each contact gets private files visible only to staff, shared folders for collaboration, and upload folders for client submissions. File requests collect specific documents with deadlines. Folder generators deploy standardized structures through automation. In-platform preview supports PDF, Office documents, images, and video without downloading.

How does the file permission system work?

SuiteDash uses role-based file permissions that control visibility at every level. Each contact folder includes private files hidden from the client, shared files visible to both parties, and submitted files organized by source. Super Admins and Admins see everything. Project Managers see assigned project files. Teammates see only their assigned task files. Clients see their own shared and uploaded files. Permissions cascade from the platform role with no manual configuration required per file.

What are folder generators and how do they work?

Folder generators are templates that create standardized directory structures automatically. When triggered by a project generator, form submission, or manual action, the folder generator deploys a pre-defined set of folders and subfolders into the appropriate location. This ensures every client or project starts with a consistent file organization. Folder generators can be attached to project generators so the file structure deploys alongside the project, tasks, and assignments simultaneously.

How do file requests work in SuiteDash?

File requests ask specific clients or groups to upload particular documents by a deadline. Each request specifies what files are needed, who should submit them, and when the deadline is. Clients see the request in their portal and upload files directly. Submitted files organize into the File Requests folder automatically. Administrators can send reminders to contacts who have not yet submitted. File requests track submission counts and deadlines at a glance from the management view.

Can clients upload and download files through the portal?

Clients upload files to their designated upload folder and access shared files through their portal. Project files are visible based on task assignment, so clients only see files associated with their projects and tasks. Client permissions for upload, download, and delete actions are configurable globally by role and individually per project. The portal supports drag-and-drop uploads and in-platform file preview for common document, image, and video formats.

How does file sharing connect to other SuiteDash modules?

Files attach to virtually every module in the platform. Project files organize within project folder structures with private and public visibility. Form submissions, FLOW uploads, and file request submissions all route to the contact's file area automatically. Documents, proposals, and signed PDFs store in the file system. Marketing campaigns and secure messages support file attachments. This means every file traces back to the contact, project, or workflow that created it.

How does SuiteDash file sharing compare to standalone storage tools?

Standalone file storage tools handle upload and sharing but lack business context. In SuiteDash, every file connects to a client record, project, or workflow. When a client uploads a document through a file request, it appears in their contact folder, links to the relevant project, and can trigger notifications to assigned staff. No need to organize files manually across disconnected storage services, email attachments, and project folders.

Does SuiteDash support file transfers for large deliverables?

File transfers package multiple files or folders into downloadable collections with branded download pages. Each transfer gets a unique URL with a customizable friendly URL slug. Transfer pages display under your white-labeled domain. This is useful for delivering final project assets, media packages, or document bundles to clients or external parties. The download page can be shared outside the portal without requiring the recipient to have a portal login.

How much file storage does SuiteDash include?

Storage varies by plan: 100GB on the Start plan, 500GB on the Thrive plan, and 1TB on the Pinnacle plan. The Extra File Storage Power-Up adds 1TB of additional storage on top of your plan quota. When storage quota is reached, uploads are blocked until files are deleted to free space. Recently deleted files are stored for 30 days and do not count against your storage quota during that recovery period.

What businesses benefit most from SuiteDash file sharing?

Any business that exchanges documents with clients regularly benefits from integrated file sharing. Accounting firms collecting tax documents, agencies delivering creative assets, legal practices managing case files, and consultants sharing deliverables all use the system daily. The combination of automatic folder structures, role-based permissions, file requests with deadlines, and portal-based access eliminates the need for separate file storage services alongside your business platform.

File & Document Sharing Portal

Securely storing, sending and sharing files has never been easier.

Upload, done! Download, check! Using a client portal to exchange files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your company & brand integrity.

Manage your business like a pro with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your customers.

Replaces…

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File & Document Transfer

Frustrated with email attachment size limits? SuiteDash streamlines file sharing! Send any size document securely through your branded client portal. No logins required for recipients, making it perfect for even your tech-challenged clients.

Securely deliver large files to anyone without requiring your recipients to log in

Password protect the delivery, set an expiration, or limit the number of downloads

Use the portal to bypass size limitations associated with sending documents via email

Easily send large files to non-techy clients or customers with an easy-to-use interface

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Highly-Organized File Structure

Each client gets their own space, with sub-folders for each project and task. Further customize the structure with your own folders for maximum efficiency. Need to share a bunch of files? Download entire folders as a ZIP for a streamlined experience.

Each Client is given a dedicated Sharing Folder, and can have as many as needed

Each Project has its own dedicated Sharing Folder, with a sub folder for each Task

You can create your own sub-folder structure and can customize for each Client

Set notifications so that your Client is notified whenever you share a folder

You can download all files & documents in a folder packaged into a ZIP file

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Powerful Shared Folders

Simplify collaboration with SuiteDash’s Shared Folders! Everyone receives automatic notifications when added or when new files arrive. Automate client access with Circles, and enjoy built-in file previews for PDFs, images, and videos.

Use Shared Folders to allow multiple Clients/Circles or Staff/Teams to access a folder

Members in a Shared Folder receive an email notification when they are first added to the folder, and each time there is a new upload to the folder

Automate the addition or removal of Clients to or from Shared Folders with the use of Circles

PDFs, images, and videos can be previewed directly in the browser, and everything can be downloaded from the Portal

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Convenient File Request Feature

Easiest method ever to get files from your Clients. Simply send a hassle-free link via email, specifying the folder for uploaded files. Clients don’t need to log in, making it quick and easy for them to deliver what you need, and you are notified when files are uploaded.

You initiate the request, and the Client receives a hassle-free link via email

You can pre-assign which folder the requested info will be uploaded to

Clients don’t need to be logged in to upload the requested information

When the File Request is fulfilled you are notified by email

You can add a deadline to the Request if needed for your services

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Folder Structure Generators

Create pre-defined folder structures for different client types, staff needs, or project categories. These customizable Generators can include unlimited folders and files, automatically populating the perfect structure for every new CRM contact, staff member, or project.

Automatically set a pre-defined folder structure for a specific type of Client, Staff or Project

Folder Generators can be comprised of unlimited Folders and Files

Select the appropriate Folder Generator and that structure (both folders & files) will be automatically generated for the created CRM Target, Staff Target or Project

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Simple File Versioning

Upload new versions with ease, and access or revert to previous iterations with a single click. Each version is conveniently time-stamped for easy reference, and all versions can be downloaded as a ZIP file for maximum flexibility.

Easily upload new versions of a document or Client File with a log of versions

Previous versions can be accessed in a click and/or reverted to if needed

Each version is time stamped and organized by date

All versions can be downloaded in one action as a ZIP file

Versioning gives you and the end user the safety of never losing work again

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No Limit to File Size or Type

Ditch file size anxiety forever! SuiteDash lets you upload massive files (tested beyond 2GB) in one shot. Plus, you can restrict specific file types if needed. SuiteDash keeps your file sharing smooth and secure, no matter the size or format.

HUGE Files can be transferred at once, tested with files over 2GB

Chunked File Uploading allows the transfer of huge files with no size limit

Use a proprietary file type? No problem, just add the extension

You can limit or disallow the uploading of specific file types

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Download Folder as ZIP File

Pre-load folders with all the necessary files for your clients or prospects. Grant access and they can download the entire organized structure as a single ZIP file. No more hunting for individual files – SuiteDash ensures everything arrives neatly packaged and ready to use!

You can pre-create Folders with entire file repositories inside

Just by granting permissions, a Prospect or Client can easily access and download the entire folder as a ZIP file

Folder structure is maintained and replicated in ZIP file

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I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SuiteDash, I spend less time managing and more time doing.

~ Ken I. via Capterra

File & Document Sharing Portal

Securely storing, sending and sharing files has never been easier.

Upload, done! Download, check! Using a client portal to exchange files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your company & brand integrity.

File & Document Transfer

Frustrated with email attachment size limits? SuiteDash streamlines file sharing! Send any size document securely through your branded client portal. No logins required for recipients, making it perfect for even your tech-challenged clients.

Highly-Organized File Structure

Each client gets their own space, with sub-folders for each project and task. Further customize the structure with your own folders for maximum efficiency. Need to share a bunch of files? Download entire folders as a ZIP for a streamlined experience.

Powerful Shared Folders

Simplify collaboration with SuiteDash’s Shared Folders! Everyone receives automatic notifications when added or when new files arrive. Automate client access with Circles, and enjoy built-in file previews for PDFs, images, and videos.

Convenient File Request Feature

Easiest method ever to get files from your Clients. Simply send a hassle-free link via email, specifying the folder for uploaded files. Clients don’t need to log in, making it quick and easy for them to deliver what you need, and you are notified when files are uploaded.

Folder Structure Generators

Create pre-defined folder structures for different client types, staff needs, or project categories. These customizable Generators can include unlimited folders and files, automatically populating the perfect structure for every new CRM contact, staff member, or project.

Simple File Versioning

Upload new versions with ease, and access or revert to previous iterations with a single click. Each version is conveniently time-stamped for easy reference, and all versions can be downloaded as a ZIP file for maximum flexibility.

No Limit to File Size or Type

Ditch file size anxiety forever! SuiteDash lets you upload massive files (tested beyond 2GB) in one shot. Plus, you can restrict specific file types if needed. SuiteDash keeps your file sharing smooth and secure, no matter the size or format.

Download Folder as ZIP File

Pre-load folders with all the necessary files for your clients or prospects. Grant access and they can download the entire organized structure as a single ZIP file. No more hunting for individual files – SuiteDash ensures everything arrives neatly packaged and ready to use!

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.