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Files

Share sales decks, onboarding resources, and other collateral directly through Business App so clients always have the latest version.

Upload files from Partner Center​

  1. In Partner Center, navigate to Accounts → Manage Accounts.
  2. Select the account you want to upload a file for.
  3. Under the Files section, click Add file.
  4. Upload your file. Once added, it is immediately visible to the client in Business App → Administration → Files.
Files section on an account in Manage Accounts

Show the Files page in Business App​

The Files page must be enabled globally before clients can see it in Business App. This is a one-time setup that applies to all accounts.

  1. In Partner Center, navigate to Administration → Customize Business App.
  2. Go to Pages → Files.
  3. Check the Show this page box.

Unchecking this box removes the Files section from Business App for all accounts.

Files page toggle in Customize Business App
info

As a partner, you will not see the Files section when browsing Business App yourself. To confirm it is visible, log in to Business App directly as a client user, or use the impersonate user feature.

Client experience​

  • Clients open Business App → Administration → Files to browse and download documents.
  • File metadata shows the upload date and source so teams can confirm freshness.
Files section in Business App

Best practices​

  • Maintain a "Getting Started" folder with onboarding checklists and service explanations.
  • Replace outdated versions instead of renaming files, which keeps shared URLs consistent.
  • Pair files with Guides to provide both high-level instructions and supporting documentation.

Task Manager file attachments are different​

Files attached to tasks or projects in Task Manager are separate from Account Files and are not visible to clients in Business App. Task Manager attachments are internal-only — they can be seen by your team but do not appear anywhere in the client's Business App interface.

To share a file with a client:

  • Use Account Files (this page) — go to the account in Manage Accounts, click Add file, and the file will appear in Business App automatically.
  • Use a cloud storage link — paste a Google Drive or Dropbox link in a public task note so the client can access it from the task.