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Projects & Tasks2 min read

Sharing files with clients

Each project has a Files section. Both your team and clients (if you allow them) can upload documents.

Uploading

On any project page, scroll to Files, drag files in or click to browse. Files up to 25MB are accepted. Allowed types: PDF, images (PNG, JPG, GIF, WebP), Word (DOC, DOCX), Excel (XLS, XLSX), CSV, TXT.

Client uploads

Toggle "Allow client uploads" on the project to let clients add files themselves. Useful for intake (asking for plans, photos, contracts) without email back-and-forth.

Access and security

Files are stored encrypted at rest. Downloads go through an authenticated gateway — only users with access to the project can download files attached to it. Direct file URLs are not shared with anyone outside the project.

Deleting

Owners and workers can delete any file on projects they own. Clients cannot delete files (even ones they uploaded) — this prevents accidental loss of project records.

Storage limits

  • Starter: 1 GB total
  • Pro: 25 GB total
  • Business: 250 GB total

You'll see a warning at 80% capacity. We don't auto-delete anything; you can purchase additional storage by emailing support.

Still have questions?

support@lyncview.com