> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Files & Forms

> Upload assets, complete intake and order forms, and download deliverables your agency shares through your client portal.

Sharing information and files with your agency happens directly in your portal — so everything stays organized and attached to the right order.

## Completing Forms

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.

<Steps>
  <Step title="Open the form">
    You'll be prompted to complete a form at checkout, or you'll receive a link to one from your agency.
  </Step>

  <Step title="Fill in the fields">
    Answer the questions and attach any files the form requests.
  </Step>

  <Step title="Submit">
    Send the form to your agency. They're notified and can start work with everything they need.
  </Step>
</Steps>

## Uploading Files

You can attach files wherever your agency needs them — most commonly inside a task or order.

<Steps>
  <Step title="Open the task or order">
    Go to the [order or task](/client/orders-and-tasks) the file belongs to.
  </Step>

  <Step title="Add your file">
    Use the **Upload** or attachment button, then select the file from your device.
  </Step>

  <Step title="Confirm it uploaded">
    Once attached, your agency can see and download it right away.
  </Step>
</Steps>

<Tip>
  Keeping files attached to the relevant task means nothing gets lost in email and your agency always has the latest version.
</Tip>

## 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](/client/orders-and-tasks) for how to review and approve deliverables.