Client Portal & Files

Marking Files Visible to Client

Control exactly which deliverables, mockups, and invoices are shared with clients and which remain private studio drafts.

During creative production, you will have internal scratchpads, moodboard references, and rough drafts that are not ready for client eyes. Flanceflow provides a definitive "Client Visibility" toggle on every asset.

How to toggle client visibility

  1. Navigate to the "Files & Deliverables" section of your project workspace.
  2. Notice the badge on each file card: "Internal Only" (gray) or "Client Visible" (green eye icon).
  3. To make a file visible to your client: Click the toggle switch or select "Make Visible to Client" from the file card menu.
  4. The file card will instantly turn green and appear in the public client portal feed.
  5. To hide an asset again (for example, if you uploaded the wrong draft): Toggle the switch back to "Internal Only". It disappears from the client portal immediately.

Visibility states and client access

Visibility stateIndicatorClient portal accessDirect download link status
Internal Only (Default)Gray padlock iconCompletely hidden from client portal pageDirect link returns access denied.
Client VisibleGreen eye iconDisplayed prominently in the client deliverable gridClient can preview, download, and comment.
Client ApprovedEmerald checkmark badgeHighlighted as finalized and lockedPermanent high-speed download link.

Visibility best practices

  • Batch visibility toggle: Need to publish 10 illustrations at once? Select multiple files using the checkboxes and click "Make Selected Visible" in the batch action bar.
  • Draft preparation: Upload all deliverables the evening before your presentation with visibility set to "Internal", then toggle them to "Visible" 10 minutes before your client call.
  • Client download metrics: Check the "Downloaded X times" counter on each file card to see when your client has retrieved their files.
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