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Managing Files and Feedback

This guide explains how to manage files in your folders and collaborate with clients and team members through comments and approvals.

Written by Lora Petkova
Updated today

Once you have a folder, you can upload files to it directly from your computer or external services.

You can then manage these files, share them, and collaborate with others by leaving feedback directly on them.

Managing Files

Once files are uploaded to a folder, you can access their additional options by hovering over them.

From there, you can:

  • Select files

  • Download them

  • Rename

  • Move

  • Remove

  • Copy a link

  • Lock files with payment
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Locking Files with Payment

You can restrict access to a file until a client completes a payment. To do this, select Lock with payment and choose an invoice from the dropdown.

After saving, the client will not be able to access the file until the invoice is paid. Once the payment is completed, the file is automatically unlocked, and the client can access it.

Using the File Preview (Modal)

Clicking on a file opens the file preview, where you can:

  • Download the file

  • Rename it by clicking its name at the top

  • Adjust the zoom level using the controls

  • Show or hide the comments panel from the chat bubble icon

Note

Leaving a new comment on the file automatically opens the side comment panel.

You can also access the additional options from the settings (gear) icon to rename, move, download, copy link, lock with payment, and delete.

Commenting on Files

To leave feedback on a file, click anywhere on the file preview. This creates a comment point where you can type and submit your comment.

After submitting, each comment appears as a numbered marker on the file and is listed in the comments panel. You can then use:

• Comment replies:

Reply to comments by clicking on a marker or on a comment from the comment panel.

• @mentions:

Mention users (added to the file’s folder) in replies using @ to notify them and keep communication focused.

• Resolve comments

When a discussion is completed, you can mark a comment as resolved. Resolved comments are removed from the file preview but can still be accessed using the filter icon.

• Filter comments

Besides filtering by status (Open and Resolved), you can also filter comments by author.

• Additional options:

Edit, copy a link to, or delete comments from the three-dot menu when you hover over a comment.

Disabling Comments for a Folder

You can disable commenting for all files in a folder.

To do this, open the folder and click the Settings (gear) icon (top-right corner of the folder), then select Disable Comments.

Note

This setting applies only to the selected folder. Subfolders have their own separate settings.

Approving Files

Files can also be approved by clients or team members using the Approve button.

Once approved:

  • The file receives a green Approved label

  • You receive a notification if enabled in your notification settings (Profile → Notifications)

This makes it easier to track which files are finalized.

Disabling Approvals for a Folder

Similar to commenting, you can disable approvals for all files in a folder from Settings → Disable Approvals.

Note

This setting applies only to the selected folder.

Still need assistance? Contact support.

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