Clients can easily upload documents directly through their Hubflo portal, making it simple for you to collect files, contracts, forms, and more as part of your workflow. No setup needed. Folders are available by default in all client portals.
Create Folders
Here's how to create a new folder:
Go to Client Portal > Workspaces
Select the workspace where you'd like to add a folder
Click on +New to add a new folder
Manage Folders
To access files in folders, head to the client workspace.
Go to Client portal > Workspaces
Select the workspace where the folder is located
Click the three dots to:
Move the folder
Add a shortcut
Edit name and description
Bulk Move Folders
You can bulk move folders using the bulk action toolbar.
Hover over any folder in your workspace and use the checkboxes to select them.
Once items are selected, a bulk action bar appears at the bottom of the screen with the options to Move or Add Shortcut.
Click Move to open the destination selector. You can move selected items to another folder within the same workspace, or to another workspace, if you have access.
If you’d rather reference items without removing them from their original location, use Add Shortcut instead.
Folders from the Client's Perspective
By default, all clients in the workspace have access to this folder. Currently, you can manage permissions only at the main folder level. These permissions automatically apply to all subfolders within it.
To restrict access, click the permissions icon as shown below:
Once the folder is set up, clients can:
Log in to their Hubflo portal
Navigate to the Folders or Client Uploads section
Click on File to upload
Choose a file from:
Their device
Google Drive
Dropbox
OneDrive
Or directly from their phone’s camera
They can also delete any files they’ve uploaded, at any time by clicking on the [x] to remove file from the workspace.
