Sagely Feature
Client File Vault: Every file, in its place.
By the Sagely Team · Updated
Stop losing files in email threads. Sagely's File Vault gives every client a dedicated, organised space for every asset - from brand guidelines to final deliverables.
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Secure Client File Storage Built for Agencies
One organised place per client
Every client has their own vault. PDFs, images, videos, docs - everything's there, labelled, and findable.
No more "can you resend that?"
Clients can access files any time, from any device. You stop being the human file server.
Version control built in
Upload a new version and Sagely keeps the history. No more v1_final_FINAL_2.pdf.
Every Client File Tagged, Categorised, and Searchable
Agencies store dozens of files per client - logos, contracts, briefs, final deliverables. Sagely's File Vault organises every upload automatically by type, ties files to client accounts, and gives your whole team a searchable record of every file that's ever been shared.
Organised by type automatically
Images, documents, videos, and archives are categorised on upload. No manual filing. No mystery folders. Find any file in seconds with search and tag filters.
Per-client activity history
Every upload and deletion is logged against the client account. You know exactly who added what, and when. Full audit trail, zero effort.
Client access without the chaos
Clients can upload files and browse shared assets from their portal. No shared Google Drives, no Dropbox folders to manage.
Share Files with Clients Without Email Threads
Create a client workspace
Add your client to Sagely. Their File Vault is ready to go - no setup needed.
Upload assets directly
Drag and drop files, or pull from integrations. Files are instantly available to your client.
Clients access on their own
Share the link. Clients log in, browse their vault, and download what they need. No email required.
Client File Management: Common Questions
- What can I store in the File Vault?
- Files, contracts, and any other assets your clients or projects need. You can link files directly to a ticket or a client workspace so nothing gets buried in email threads.
- Can clients access files through their portal?
- Yes. Files you share are accessible to clients through their branded portal - they can view and download them directly without emailing you.
- Is the File Vault available on all plans?
- Yes. File Vault is included on every Sagely plan, starting with Solo at $15/mo.
Stop Losing Files in Email
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