Agencies: how to share files with clients

An agency sends files to clients every day: drafts to approve, high-quality videos, print-ready artwork, renders, project archives. And it receives just as many: logos, photos, copy, site surveys. Between rejected attachments, links scattered across chats and shared folders to clean up, you lose time and lose track. Here’s how to organize deliveries and material collection with DIGO Express, for web and communication agencies, design studios and architecture firms.

What an agency needs to share files with clients

• Large files without worry. With Pro you send up to 2 TB at a time; with Enterprise there’s no size limit per transfer. The upload resumes on its own if the connection drops.
• The right brand for each client. With Pro the download page shows your brand, with image previews. With Enterprise you pick a different brand for every transfer, one per client.
• Deliveries at the agreed time. Enterprise scheduled sends go out on the date and at the time you choose, even if you’re in a meeting right then.
• The whole team on one plan. Enterprise includes 3 people, each with their own email, sharing the same brands and storage; each extra person costs €5 a month.
• Knowing whether the client has downloaded. An email when someone downloads, stats for each transfer and an automatic reminder to anyone who hasn’t yet.
• All materials in one place. With Request files you send a link and the client’s files land in your area, with a notification for every upload.

Collecting materials with Request files

At the start of a project you need logos, photos, copy or floor plans. Instead of asking for them by email, you create a request in your area, with a clear title and instructions, and send the link to the client. They drag in files and folders, even heavy ones; you get an email for every upload and find the files in your area for 30 days. Once you have everything, you close the request.

How to send files to clients with DIGO Express

A delivery with the client’s brand takes four steps. Per-client brands and scheduled sends are Enterprise features; everything else is already in Pro.

1. Create a brand for each clientIn your area, under Brands, add each client’s logo, color and background image. You do it once, then pick it with every transfer.
2. Prepare the deliveryDrag in files or entire folders, add recipients, up to 100 with Enterprise, or just copy the link. Then choose the client’s brand.
3. Decide when it goes outSend it now or schedule a date and time: the email to recipients goes out and the link opens at the moment you choose, for example on presentation day. Scheduling needs at least one email recipient.
4. Track the downloadsYou get an email when someone downloads. In the stats you see who downloaded, when and which files, and anyone who hasn’t yet gets a reminder 2 days before the link expires.

Pro or Enterprise?

• Pro, at €6.90 a month, is enough if you work with your own brand: up to 2 TB per transfer, links up to 90 days, password and download limit, stats, QR code, Request files and 5 TB of space for active transfers.
• Enterprise, at €19.90 a month, is for when you handle many clients: a brand for every transfer, scheduled sends, no size limit per transfer, up to 100 recipients and 20 TB of space for a team of 3 people, which you can grow as needed.

Tips for client deliveries

• One transfer per delivery, with file names that state project and version: the client instantly knows what to download.
• Protect confidential files with a password and a download limit, and send the password through a different channel from the link.
• Pick the right expiry. For approvals that take weeks, keep the link active for up to 90 days, and extend it if needed.
• Check the stats before following up: you see who has already downloaded, and the automatic reminder nudges everyone else.

Frequently asked questions