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; 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.