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Files & Approvals (Agency)
The Files section at /admin/files is your approval queue for files uploaded by clients.
File types
| Type | Description |
|---|---|
| Deliverable | Files your agency has produced for the client |
| Approval | Files the client has uploaded and is requesting your review on |
Reviewing a file
- Open the file in the queue.
- Preview the file (images render inline; other formats show a download link).
- Click Approve or Reject.
Rejected files return to the client's portal with a rejection status. Approved files are marked as approved and remain visible to the client.
Uploading deliverables
As the agency, you can upload deliverables directly to a client's portal:
- Navigate to the client's detail page.
- Open the Files tab.
- Click Upload Deliverable and select your file.
The client sees the file appear in their portal immediately.
Pending file count
The pending file count on each client in the Clients list reflects how many files are awaiting your action. The admin Overview page also surfaces this count per client.