Sign in to your organization workspace to view shared folders and files.
Create a new client record.
Create a new user for this client.
Create a client upload link for the selected organization.
Enter your work email to receive a magic link or discovery flow for your organization.
Create a folder in the current location.
Select a file to upload into the current folder.
Select multiple files to upload into the current folder.
Add a short comment for this file.
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