---
title: "Share files with clients"
url: https://wpforeman.com/docs/client-files/
description: "Keep reports, contracts and brand files for each client in folders, and show the ones you choose in their client portal."
updated: 2026-11-05
---

# Share files with clients

Every client has a **Files** area for the documents they’d otherwise dig out of an email: a detailed SEO or AI search audit, a signed contract, an invoice, their logo files. Folders you mark as shown appear in the [client portal](https://wpforeman.com/docs/client-portal/); the rest stay with your team.

## Add files

1. Go to **Clients** and click **Add files** (or the file count) on the client.
2. Pick a folder on the left, then drop files in or click **Choose files**. Up to 10 at a time.
3. Give a single file a title (for example *Q3 SEO & AI search report*) and, if you like, a note for the client.
4. Tick **Email … that it’s in their portal** to let the client know, then click **Add**.

The email comes from your agency, like report emails, with the files attached and a link to their portal. When the files add up to more than 20 MB, they’re only linked, since many inboxes refuse big attachments.

## Folders

- Each client starts with **Reports**, **Contracts & invoices** and **Brand assets** (shown in the portal) and **Internal notes** (only your team).
- Click **New folder** to add your own, up to 20. Hover a folder to rename it, show or hide it in the portal, or delete it once it’s empty.
- Move a file with the folder menu next to it. Hiding a folder takes all its files out of the portal straight away.

## What clients see

A **Your files** section at the top of their portal, with a tile for each shown folder that has files and how many it holds. Opening a folder lists its files: title, note, type, size and date, with a download button. Next to each shared file you can see whether the client has opened it yet.

## Limits

- Up to 25 MB a file and 1 GB per client. Files count toward your account’s backup storage under **Settings › Plan & billing**.
- PDFs, Word, Excel, PowerPoint, Pages, Numbers and Keynote files, text and CSV, images, short videos and audio, and.zip files. Web pages, SVGs and scripts can’t be shared, so nothing can run code in a client’s browser.
- Files are stored privately and only download after signing in to WP Foreman or the portal, so a forwarded download link doesn’t work for anyone else.
- Removing a client deletes their files.

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