The Resources section of the client portal lets you share files, documents, and links with clients.
Uploading Resources
From the client detail page in the admin, you can attach files that will appear in the client's portal Resources section. Supported file types include PDFs, images, documents, and ZIP archives.
Use Cases
- Brand Guidelines — Share logos, color palettes, and typography specs.
- Training Materials — WordPress tutorials, CMS guides, or video walkthroughs.
- Contracts & Invoices — Keep important documents in one place.
- Deliverables — Share completed design files, exports, or reports.
Storage
Uploaded files are stored on your configured storage provider (see Settings → Storage). Ensure you have sufficient space for client files.
Organization
Resources are displayed in a simple list with file name, type, size, and upload date. Clients can download files directly from the portal.