Client assets

Goal: deliver brand assets — video intros, logos, and documents — to a client so they can download them from their own portal, without emails going back and forth.

Prerequisites

Any company user (admin or team member) can upload and delete client assets.
Assets live on a client's record — add the client first (see Add, edit & delete clients).

What you can upload

Open a client's page from the Clients list and scroll to the Client Assets section. There you can upload video intros, logos, and documents — anything from a branded intro clip to a PDF brand guide, logo files (SVG/EPS/PNG), or office documents. Files are capped at 1 GB each, and you can drag & drop several at once; the page uploads them concurrently and shows a progress bar per file.

Asset categories are detected automatically from the file's content: videos become Video Intros, images (including SVG/EPS/AI/PSD) become Logos & Images, and everything else becomes Documents. You don't choose a category — the file is sorted for you.

How storage is counted

Client assets count toward your company's storage quota, just like photos and videos. The Disk Usage page breaks down storage per client, and a client's total includes their assets. If your company is at capacity, asset uploads are blocked until you upgrade your plan or buy more storage from Billing.

Downloading your own uploads

In the Client Assets section on the client's page, each file has a Download button — handy for grabbing a copy yourself or re-sending a file to a client who lost it.

What the client sees

Once a client user is invited (see Client users & invites), they log into their portal and open the Assets item in their sidebar. It lists the same grouped sections — Video Intros, Logos & Images, Documents — with a Download button on each file. Clients can only download; they can't rename, upload, or delete anything. See What clients see for the overall client experience.

Deleting an asset

Only your company can remove assets. On the client's page, click the trash icon next to the file and confirm — the file is deleted for your company and the client immediately.

Deleting an asset is permanent for both sides. Clients who have already downloaded a copy keep it, but the download link on their portal stops working.

Where files are stored

Assets are stored securely on cloud object storage (R2), the same way photos and videos are, and stream/download directly from there — they don't count against the server's disk.