Uploads & filesStep-by-step guide
Organize delivery files into sections
Create a presentation that your client can navigate easily.
Project owner or the editing access provided by your project view.
Here’s how to do it
In a new-project builder, choose the media type for a section and give it a client-friendly name.
Select the section’s files and save the section before adding another.
For an existing delivery, use Work and the available add-files or section controls to extend the structure.
Use Rename section on an existing section heading when its label needs updating.
Preview the client portal and confirm that the headings make the delivery easy to understand.
What happens next
Files appear under meaningful sections rather than an unexplained collection.
Good to know
Section names are visible to clients. Use clear deliverable names rather than internal shorthand.