Client File Upload | Voters

Client File Upload

complete

Emily Morrison Photography

I would love to be able to have my clients upload files to their own client hub. As an editor, it would make it so much easier for them to be able to upload RAW files to a client hub, and then I could re-upload the edited images.

November 22, 2022

Rebecca Pringles

marked this post as

complete

Recently released — your clients can now upload items into project portal Files and Chats, when enabled. 🎉

Check it out!!

Jonathan Ramos

marked this post as

in progress

Brendin Venter

Jonathan Ramos: Legend! Really need this for clients to upload all relevant web design files. I'm a dev. This would be brilliant thank you.

Any timeline on this? :D

Jonathan Ramos

Hey Brendin Venter, we're excited to release this feature in the next couple of weeks, stay tuned!

Rebecca Pringles

Merged in a post:

Ability for clients to upload files without needing to sign up

Claudia Estrella

I'd like my clients to be able to upload files to the project without the need to create an account.

March 27, 2023

Brandon Smith

Hi voters!
Thanks for your thoughts and votes on this topic. This is a big area we want to focus on next, so we’re hoping to talk with you about it in more depth with a 1:1 customer interview. The interview will take about 45 min, and we’ll provide a nice gift card for your time. If you’re interested in helping make Indy’s CRM tools better for you, please follow the link to fill out the interview screener (it’ll only take a minute) so we can book a time in the next week or two: https://weareindy.typeform.com/crm-screener
Looking forward to talking!