Sharing information and files with your agency happens directly in your portal — so everything stays organized and attached to the right order.
Your agency may ask you to fill out forms to collect the details they need to do their best work.
- Order forms appear when you place an order, gathering the specifics for that particular service.
- Intake forms collect general information about you or your business, often when you first start working together.
Open the form
You’ll be prompted to complete a form at checkout, or you’ll receive a link to one from your agency.
Fill in the fields
Answer the questions and attach any files the form requests.
Submit
Send the form to your agency. They’re notified and can start work with everything they need.
Uploading Files
You can attach files wherever your agency needs them — most commonly inside a task or order.
Add your file
Use the Upload or attachment button, then select the file from your device.
Confirm it uploaded
Once attached, your agency can see and download it right away.
Keeping files attached to the relevant task means nothing gets lost in email and your agency always has the latest version.
Downloading Deliverables
When your agency delivers completed work, you’ll find it attached to the relevant task. Open the task, then preview or download the file. See Tracking Orders & Tasks for how to review and approve deliverables. 
