> ## 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.

# Manage Files: Upload, Preview, and Get Client Feedback

> Upload deliverables and reference assets to orders and tasks, share files with clients, and collect structured feedback — all inside AgencyHandy.

AgencyHandy gives every order and task its own file storage area, so deliverables, reference materials, and client feedback never get lost in email threads. You upload files directly to the task they belong to, share them with clients or teammates, and receive feedback as inline comments — all without leaving the platform. Files are preserved with a clear history, making version reviews and approvals straightforward.

## Supported file formats and limits

AgencyHandy accepts a wide range of file types to cover every deliverable your agency produces.

<CardGroup cols={3}>
  <Card title="Documents" icon="file-lines">
    `pdf` `doc` `docx` `odt` `txt` `ppt` `pptx` `xls` `xlsx` `csv`
  </Card>

  <Card title="Images & Graphics" icon="image">
    `jpg` `jpeg` `png` `gif` `webp` `svg` `ai`
  </Card>

  <Card title="Media & Archives" icon="file-zipper">
    `mp4` `mp3` `wav` `zip` `rar`
  </Card>
</CardGroup>

<Note>
  The maximum file size per upload is **1 GB**. Your total storage allowance depends on your plan: 100 GB (Freelancer), 2 TB (Team Starter), or 10 TB (Business Pro).
</Note>

## Upload files to an order task

Files are attached at the task level, keeping deliverables organised and scoped to the exact piece of work they relate to.

<Steps>
  <Step title="Open the task">
    Navigate to the relevant order, then click the task you want to attach files to. The task detail modal opens.
  </Step>

  <Step title="Find the Attachment section">
    Scroll down inside the task modal to locate the **Attachment** section.
  </Step>

  <Step title="Upload your files">
    You have two options:

    * **Click Upload** — a file picker opens so you can browse your local storage and select one or more files.
    * **Drag and drop** — drag files from your desktop directly onto the Attachment area.

    AgencyHandy uploads the files and displays them in the attachment list once the transfer is complete.
  </Step>

  <Step title="Share with team or client">
    Once uploaded, you can share a file with specific team members or your client by setting access permissions from within the task. Shared files appear in the recipient's view of the task.
  </Step>
</Steps>

## View uploaded files

All files attached to a task are listed in the **Attachment** section of the task modal. Click any file to open a preview (for supported formats) or download it. Files are displayed with their name, upload date, and uploader, giving you a clear audit trail.

<Tip>
  Need to find files across multiple orders quickly? Use the global **Files** section in the sidebar to browse all uploaded assets in a centralised view, filterable by project or upload date.
</Tip>

## File feedback workflow

The file feedback feature lets clients and team members leave comments directly on shared files, keeping all revision notes in one place rather than scattered across emails.

<Steps>
  <Step title="Share the file for review">
    In the task's Attachment section, share the file with your client. They receive a notification (in-app and/or email, based on their notification settings) that a file is ready for their review.
  </Step>

  <Step title="Client reviews and comments">
    The client opens the file from their portal. They can view the file and add a **feedback comment** to flag changes, ask questions, or give approval.
  </Step>

  <Step title="Team receives feedback notification">
    When the client adds a feedback comment, AgencyHandy sends a **File Feedback Comment Added** notification to the relevant team members. Clicking the notification takes you directly to the file and comment.
  </Step>

  <Step title="Address the feedback">
    Review the client's comments, make the necessary changes, and upload the revised file to the same task. Add a reply comment to let the client know the revision is ready.
  </Step>

  <Step title="Client approves">
    Once the client is satisfied, they can mark the file as approved. The approval status is recorded against the file for your records.
  </Step>
</Steps>

<Note>
  All file feedback comments are stored inside AgencyHandy and associated with the specific task and file, so you always have a full revision history available.
</Note>

## Delete a file

To remove a file from a task, open the task modal, hover over the file in the Attachment section, and click the **delete icon**. Confirm the deletion when prompted. Deleting a file removes it permanently from the task — it cannot be recovered.

<Warning>
  Deleting a file also removes any feedback comments attached to it. Make sure you no longer need the comments or the file before confirming deletion.
</Warning>

## Key benefits at a glance

| Capability               | Details                                                                     |
| ------------------------ | --------------------------------------------------------------------------- |
| **Centralised storage**  | All files live inside AgencyHandy, no external drives or email attachments  |
| **Version history**      | Multiple files can coexist on a task so previous versions remain accessible |
| **Collaborative review** | Clients comment directly on files — no back-and-forth emails                |
| **Access control**       | Only users with the right permissions can view, upload, or delete files     |
| **Broad format support** | 20+ file types accepted, up to 1 GB per file                                |