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Client Uploads Report
Client Uploads Report

See all documents uploaded by any client in chronological order

Amanda Aparicio avatar
Written by Amanda Aparicio
Updated this week

Locating files uploaded by clients is quick and easy using the "Client Uploads" report. This report shows you a chronological list of documents shared by a client via uploading to "Client Files" or uploading to a client task under "Projects".

Clicking on the client name takes you directly to the client profile in either view. If you instead would like to access the file, click "Open Folder" on the "Client Uploads" tab and "Visit Project" on the "Client Task Uploads" tab to be taken to the client files and project, respectively.

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