Share a file. Keep control.
Send a link instead of an attachment. Choose how long it lasts, add a password if you need one, and revoke it when the job is done.
Learn more →Client documents
Organising and sharing client documents
One folder per client for proposals, contracts and correspondence, and a clean way to send documents that are too big or too sensitive for email.
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The problem
Why this is hard without the right tool
Client paperwork tends to live wherever it was last touched. When a client rings with a question, you need to find the document while they are on the phone. Sending it should not mean attaching it to yet another email that stays in an inbox indefinitely.
How Orbis Drive helps
Step by step
- 1
Add a folder per client
Use the client name consistently so that search can find it.
- 2
File proposals and contracts
Keep signed and draft documents apart, with dates in the filename.
- 3
Send with a password when needed
Create a link lasting a few days and send the password separately.
- 4
Review open links
Check the Shared links page regularly and revoke what is no longer needed.
Useful for this
Features and guides used here
Make room for organised work
Build a folder structure that matches how your business runs, by project, customer or department, so everyone looks in the same place.
Learn more →Private by default
Files are held in a private storage bucket with public access disabled. Nothing gets out without an authorised request or a link you chose to create.
Learn more →Questions
Frequently asked questions
Can each client have their own login?
Clients do not need accounts to download a shared file. If two clients must never share a space, do not invite either of them to the same workspace.
Is this suitable for confidential documents?
Files are private by default and links can be password protected, but the service is not end-to-end encrypted. Encrypt especially sensitive files before uploading, and check your own regulatory obligations.
How much does it cost to get started?
Nothing. Free includes 5 GB and every tool. Paid plans start at £2.99 a month for 100 GB when you need more space.