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:
| Layer | Where it appears | Best for |
|---|---|---|
| Card attachment | On a specific card on the Board / List | Files relevant to one task |
| Overview file | The Overview tab's file panel | Project-level reference docs |
| Card image | A card's image gallery | Visual 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
- Open any card's detail modal
- Use the Attachments section's drag-and-drop zone or click to browse
- Files appear on the card and roll up to the Files tab
From the Overview tab
- Open the Overview tab (must be enabled for this project)
- In the right-side Project Files panel, click Add Files
- Drop files onto the dropzone or click to browse
- 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
- Select files (checkboxes)
- In the bulk actions bar, click Create Transfer
- Set a title, optional message, and expiration
- 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 Upload Links
Inbound links let external users upload files into your project without an account.
Creating an upload link
- In the Files Header, click Create Upload Link
- The link is generated and replaces the button with the active link UI
- 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
The File Transfers feature must be enabled for your portal (Settings → Features). When disabled, the Transfers dropdown and Upload Link controls do not appear in the Files header.
Permissions
| Action | Roles |
|---|---|
| Upload files (own project) | Any project member |
| Delete project files | Administrator, Editor |
| Create outbound transfer | Administrator, Editor |
| Create inbound upload link | Administrator, Editor |
| Bulk download | Any project viewer |
| View inbound transfer panel | Administrator, Editor |
| Permanent delete via Transfers admin | Administrator |
See Project Permissions for the full permission model.