Assets
Manage files, folders, visibility, sharing, archive, and storage.
Assets
Assets is the workspace file library. Use it to organize documents, images, and project or customer files.
Navigation
Open Assets from the main sidebar, or go to /assets.
What You Can Manage
- Files and folders.
- Public or private visibility.
- Folder organization.
- Downloads and share URLs.
- Archive and restore.
- Storage usage.
- Grid or list layout, search, and type filters.
External links belong in the client portal documents, not Assets.
Asset Fields
| Field | Meaning |
|---|---|
| Name | File or folder name. |
| Asset type | Generic, SOW, contract, SLA, deliverable, brand, or other. |
| Document type | PDF, document, spreadsheet, presentation, image, video, audio, archive, or other. |
| Folder | Parent folder where the asset lives. |
| Visibility | Public or private. |
| Size | File storage size. |
| Owner | User who uploaded or created the item. |
Common Workflows
Upload a File
- Open Assets.
- Choose the destination folder.
- Upload the file.
- Set public or private visibility.
- Copy the share URL or download when needed.
A file can only be public if its parent folder is public.
Create a Folder
- Open Assets.
- Create a folder.
- Add a name and optional description.
- Choose public or private.
- Move files into the folder.
Archive or Restore
Archive hides files from the main library. Archived files stay recoverable for 30 days, then they are permanently deleted. Hard delete cannot be undone.