Sharing & client accessStep-by-step guide
Update the delivery name and presentation
Make the client page feel clear and intentional.
Project owner and the editable fields available on that project.
Here’s how to do it
Open the project dashboard and locate the editable client name and delivery presentation fields.
Use the relevant edit control and save the new value.
Review the hero/tagline or branding options available to your project and plan.
Open the client portal in a separate tab to check the result on the actual delivery page.
Confirm that the file sections still match the names and context your client expects.
What happens next
The saved presentation details appear in the delivery experience.
Good to know
Presentation options and branding removal depend on your plan. A filename or section label is different from the project’s client-facing title.