About Ahsuite Files

Learn how to share Files with your teams and clients.

Kevin Frei avatar
Written by Kevin Frei
Updated over a week ago

The file management tool in Ahsuite is designed for collaboration with your teams and clients. It has the following features to help you keep organized and productive:

  • Custom sharing permissions

  • Custom labels

  • File versions

  • Comments

  • Require client approval

  • Image preview

How to upload a file to the file manager

To add a file to your file manager, select a client and then click the Files tab on the left sidebar menu to open the client files page.

From there, click the + File button. A dialog box will open where you can name the container for your file(s). If you plan to have multiple versions, give it a general name that describes the group. For example, you would put "client poster art" and not "client poster art v1".

About containers and active files

Our file containers are similar to folders, but they are not identical. When you add files to your container, the most recent upload will always be at the top as the active file.

If you share a direct link to that container outside of Ahsuite, the link will always resolve to the active file. If you click "Make a Page", it will display only the active file as a page in the client portal. And if the client approves the file, their approval record will be linked to the file that was active when they approved it.

Why we made our files tool this way

We can't beat Drive or DropBox by doing the same thing they do, so we made Ahsuite's file manager different in a way that is better for certain use cases.

For some document types, what really matters is the most recent version. That can be true for design drafts, tax documents, marketing performance reports, and probably many other things we haven't thought of.

Instead of dumping all versions together into a common folder, our containers surface the most current version while keeping a record of past versions.

So a single link to your marketing report can always show the most recent report. If you replace a draft or send a new financial statement, you don't need to update the link or remember to save the version number in the file name.

Is this going to be ideal for all use cases? No. But for use cases like the ones I mentioned above, you will not find another solution like this anywhere else.

File type, size, and storage limitations

The file manager allows you to upload a wide range of document, image, and project types. If there is a file type you would like to add but can't, email us at support@ahsuite.com and we will try our best to accommodate you.

The upload limit is 100mb per file. There is no user storage limitation, although we do reserve the right to cap someone's storage if we feel they are trying exploit or abuse that somehow.

File sharing and permissions

Files are shared among the team by default, but not with the client. To change the permissions, just click the sharing icon.

Client approvals with e-signature

You can require that the client approve the file by toggling "Require Client Approval" to "yes":

This will automatically share the file with the client if it was not already. Then in the client portal the file will appear under the "Needs Review" heading until the client opens the file and approves it.

When a client approves a file, they are asked to type their signature. Ahsuite saves a timestamped record of this approval along with a permanent record of the exact file that was approved. To the best of my research, our solution should satisfy the requirements to make an e-signature legally binding, but consult an attorney if you're concerned.

Using Drive or DropBox

If you want, you can create a file without actually uploading anything. Instead, you could paste a link to an external asset.

In that way you could use something like Dropbox or Drive to store the file, but use Ahsuite's file tool for sharing, versioning, comments, and client approval.

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