Highly organized File Structure
Each Client has a Dedicated Sharing Folder
Each Project has its own Dedicated Sharing Folder
You can create your own sub-folder structure
Client is notified whenever you share a file or folder
Entire folders can be downloaded as ZIP files
Powerful Shared Folders
To share a folder or files with multiple Clients or Circles, use Shared Folders. You can also create shared folders for your Staff and Teams
Members have a shared folder receive an email notification when they are first added to the Shared Folder, and each time a new file is added to the Shared Folder
Automate the addition or removal of clients to or from Shared Folders with the use of Circles
All files can be previewed directly in the browser, or downloaded
Convenient File Request Feature
You initiate the request, and the Client receives an email
You can pre-assign which folder the file will be uploaded to
Clients don’t need to be logged in to upload to the Request
You are notified by email when the File Request is fulfilled
You can add a deadline to the File Request
Folder Structure Profiles
Have you ever wished you could automatically set a pre-defined folder structure for a specific type of Client?
You can pre-define a folder structure that will be automatically generated for each Contact
When you are adding new Contacts, simply select the appropriate Folder Profile, and that structure (both folders & files) will be automatically generated for the created Contact.
* THRIVE & PINNACLE Plans only
Simple File Versioning
Easily upload new versions of a Shared File or Client File
Previous versions can be accessed and/or reverted to if needed
Each version is time stamped & organized by date
All versions can be downloaded in one action as a ZIP file
Versioning gives you the safety of never losing work again
No Limit to File size or type
HUGE Files can be transferred. Tested with files over 2GB
Chunked File Uploading allows the transfer of huge files
Use a proprietary file type? No problem, just add the extension
You can limit / disallow the uploading of specific file types
DOWNLOAD FOLDER AS ZIP FILE
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
Award Winning Software