File Storage & Management
Upload, organize, and manage organization files and request attachments
File Storage & Management
AgencyPro provides shared files for client organizations and attachments on requests, comments, tickets, and messages. Keep account resources in organization folders and work-specific files with the relevant request or conversation.
Access files
Team members
Open Clients, select the organization, and open Files. Opening a client who belongs to an organization also takes you to that organization's account view.
Use the file actions available to your role. Access to an account or attachment is checked against the current workspace and the related content.
Clients
Open Storage in the client portal. Clients belonging to the same organization can access the organization's shared account files; storage is not always private to one person within the organization.
The portal shows folders and files, including eligible attachments from related work. Access to an attachment still depends on permission to its source content.
Upload files
- Open the destination folder or the account's file area.
- Choose Upload Files and select one or more files. Use drag and drop where offered by the upload control.
- Follow the upload progress and review any failed items.
- Confirm the uploaded files appear in the intended folder.
Uploads are checked for allowed file types, size, and workspace storage availability. Follow the error shown by the app rather than assuming every extension is accepted. Upload limits and available capacity can differ by configuration and plan.
For a team upload to an organization, that organization needs an associated client or follower that the app can use for storage attribution.
Create and organize folders
- Navigate to the desired folder.
- Choose Create Folder.
- Enter the name and create it.
Use the Rename and Move actions to organize files and folders. Choose the destination in the folder picker, then confirm. The picker can search and paginate folders when there are many options.
Names must pass the app's validation. A folder cannot be moved into itself or one of its descendants. Keep names descriptive and organize by project, date, or resource type.
Some entries represent attachments from other parts of the app. Their available actions can differ from regular storage files; use the original request, ticket, comment, or message when you need to manage the source content.
Download and preview
Use an individual file's Download action to save a copy. Supported preview controls let you open eligible files in the app or browser.
The account file area also offers Download All where available. Keep a local copy of important resources before deleting them. For large downloads, allow the archive to finish and confirm that you received the files you need.
The storage screen does not provide configurable public share links, link passwords, expiry dates, or download-count limits. Share through the client's accessible portal or the relevant request or conversation.
Find files
In the client storage view, search by file name and filter by file type or folder, then apply the filters. Available file-type groups include images, documents, videos, audio, archives, and other files.
Clear filters when a file appears to be missing. Folder and file lists can have separate pagination, so check the next page when browsing large accounts.
Delete files or folders
- Open the file or folder's action menu.
- Choose Delete.
- Review the confirmation and confirm only when the item is no longer needed.
Deleting a regular storage file deletes its stored contents. Deleting a folder also removes its contained files and subfolders. These storage actions are not the request/service recycle bin: keep a backup before proceeding.
Monitor storage
Review the storage statistics shown in the portal and your workspace plan's allowance. If an upload would exceed capacity, remove unneeded files after backing them up or review the workspace's plan options.
Do not use file storage as the only copy of business-critical information. Download important records and maintain your own retention process.
Image feedback
Eligible image attachments can have annotation controls. Open the attachment, add markers or notes, and save the annotation. Use the annotation and delivery tools in the context of the related request for review feedback. See Deliveries & Approvals.
Troubleshooting
- File missing: Check organization, workspace, filters, pagination, folder, and source-content access.
- Upload rejected: Read the file validation error and check size, type, connection, and available capacity.
- Team upload cannot find a storage user: Add or verify a client or eligible follower on the organization.
- Cannot move an item: Check the destination is accessible and is not the same folder or a descendant.
- Cannot download an attachment: Check access to the request, ticket, comment, or message that contains it.
- Delete failed: Review the error and refresh the list before retrying; do not assume the file has been removed.