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Managing Files Uploaded by Clients in the Portal

Hubflo Team avatar
Written by Hubflo Team
Updated over a week ago

Clients can easily upload documents directly through their Hubflo portal—making it simple to collect files, contracts, forms, and more as part of your workflow. No setup needed. Uploads are available by default in all client portals.

To let clients upload documents, you’ll first need to set up a folder in their portal—typically called “Client Uploads” or something similar.

This creates a dedicated space where they can share files with you.

How It Works (Client View)

Once the folder is set up, clients can:

  1. Log in to their Hubflo portal

  2. Navigate to the Folders or Client Uploads section

  3. Click on File to upload

  4. Choose a file from:

    1. Their device

    2. Google Drive

    3. Dropbox

    4. OneDrive

    5. 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.

Your View (Internal)

From your Hubflo dashboard, you can manage any file a client uploads. Just go to More > Content in the sidebar, then select the file to view details.

You can also:

  • Preview, edit, or download the document

  • Move or delete the file if needed

  • Share it with teammates or back to the client

  • Add it to your Hubflo library for reuse

All uploaded files stay organized within the related room or folder, keeping everything in context.

When editing a file, you can:

  • Edit the title (e.g. “Invoice – March 2024”)

  • Add tags for better searchability

  • Link the file to contacts (e.g. Sarah Davis)

  • Link the file to projects for tracking and context

Note: You'll receive a notification in Hubflo and via email when a client uploads a document.

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