Project Files & Transfers

ClientCove projects have a built-in file system — every card can carry attachments, every project rolls those up into a single Files tab, and the Transfers system provides shareable links for sending files out or receiving them in.

Where Files Live

Files attach to a project at three layers:

LayerWhere it appearsBest for
Card attachmentOn a specific card on the Board / ListFiles relevant to one task
Overview fileThe Overview tab's file panelProject-level reference docs
Card imageA card's image galleryVisual references on the Board

The Files tab aggregates all of these into one view, plus inbound files received via transfer links.

The Files Tab

The Files tab auto-enables the moment any file is attached to the project. It contains:

  • Files Header — count + size summary, Download All, Transfers menu, Upload Link controls
  • Inbound Transfers panel — recently received files with a "Move into project" action
  • Files Overview — top-level project files
  • Files Cards — one section per card, listing that card's attachments
  • Bulk Actions Toolbar — appears when files are selected

Files Header

The header shows:

  • A blue badge: X Files • Y MB total
  • Download All button — packages the entire project's files
  • Transfers dropdown (when active outbound transfers exist) — shows each transfer's title, file count, expiration, and Copy Link / Open buttons
  • Upload Link controls (when File Transfers feature is enabled):
    • When a link is active: shows the URL with copy/open actions
    • When no active link: a Create Upload Link button

Uploading Files

Upload paths:

From a card

  1. Open any card's detail modal
  2. Use the Attachments section's drag-and-drop zone or click to browse
  3. Files appear on the card and roll up to the Files tab

From the Overview tab

  1. Open the Overview tab (must be enabled for this project)
  2. In the right-side Project Files panel, click Add Files
  3. Drop files onto the dropzone or click to browse
  4. Multiple files at once is supported, with a per-file progress bar

Via inbound transfer link

External users can upload to your project without an account — see Inbound Upload Links.

Files larger than your PHP upload_max_filesize need cloud storage configured (DigitalOcean Spaces, S3, or GCS) so uploads bypass PHP. See Cloud Storage.

Bulk Actions

Select multiple files (checkbox on each row). A floating bar appears in the top-right with:

  • Selected count + Deselect All
  • Delete (admins/editors only) — moves files to trash
  • Download as ZIP — packages the selection
  • Create Transfer (when File Transfers is enabled) — see below

Download All as ZIP

The Download All button in the Files Header zips every file in the project (across all cards + Overview) and serves it as a single archive. Useful for handing off a completed project.

The Bulk Download as ZIP button does the same for just the selected files.

Outbound Transfers

Transfers turn a file selection into a shareable link with optional expiration.

Creating a transfer

  1. Select files (checkboxes)
  2. In the bulk actions bar, click Create Transfer
  3. Set a title, optional message, and expiration
  4. Submit — ClientCove generates a public download URL

Viewing active transfers

The header's Transfers dropdown lists every active outbound transfer for this project:

  • Transfer title
  • File count
  • Expiration date
  • Copy link button (clipboard icon)
  • Open in new tab button

Sharing a transfer

The download URL works for anyone with the link — no login required — until it expires. Share via email, messaging apps, or print.

Inbound links let external users upload files into your project without an account.

Creating an upload link

  1. In the Files Header, click Create Upload Link
  2. The link is generated and replaces the button with the active link UI
  3. Copy the URL with the clipboard button or open it in a new tab to test

Sharing the link

Send the URL to whoever needs to upload. They land on a public upload page where they can drop files directly into your project.

Receiving files

Inbound files appear in the Inbound Transfers panel at the top of the Files tab. From there, an admin can:

  • Preview each file
  • Move files into the project's main file pool
  • Delete files
  • Mark the inbound transfer as complete

Permissions

ActionRoles
Upload files (own project)Any project member
Delete project filesAdministrator, Editor
Create outbound transferAdministrator, Editor
Create inbound upload linkAdministrator, Editor
Bulk downloadAny project viewer
View inbound transfer panelAdministrator, Editor
Permanent delete via Transfers adminAdministrator

See Project Permissions for the full permission model.

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