What your clients see

See how a client uploads files

Admins & staff

See how a client sends you files on a task, what they can upload and when they can change them.

Where:SidebarTasksTask name

When: the Files section only appears on a task where you chose Required or Optional uploads, and only if file uploads are turned on for your business and your plan includes them.
How: the client drags files into the box or selects browse. On a phone they can usually take a photo.
What: PDF, JPEG and PNG files. The box shows the size and file count limits.
Saving: files upload as soon as they are chosen, and Hydi shows how many were uploaded. A file of the wrong type, too large or empty is refused, and nothing from that attempt is uploaded.
Removing: while the task is Active or Needs Changes, they can remove a file with the X beside it and confirm in Delete File?.
After they submit: the files are listed but locked.
Your side: you get a notification when files arrive, and you can download their uploads.

Good to know

Hydi checks what is inside a file, not only its name, so a renamed file of another type is refused.
With Required, the client cannot finish the task until at least one file is uploaded.

Require file uploadsAsk the client to upload files with a task, either as a must-do or as an option.
Download a client's uploadsOpen or save the files a client has uploaded, for one task or across all their tasks.
See how a client completes a taskSee how a client finishes a task and what happens on your side when they do.

See what a client sees on a task

See what a client finds when they open one of their tasks, so you know what they are looking at.

See how a client fills in a form

See how a client opens, saves and submits a form on a task, and what happens after they submit.

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