Getting started

A portal is one page per project where your client downloads the work and, if you add an invoice, pays for it. Here’s how to send your first one.

1. Create a portal

1. On your Dashboard, click New portal.
2. Give it a name your client will recognize, like Brand refresh. Add a short description if it helps.
3. Click Create portal. You land in the portal editor.

2. Add your files

• Drag files onto the upload area, or click it to choose them. Each file can be up to 1 GB.
• With more than one file, drag them to change the order your client sees.
• Sending a revision? Use Replace on a file to swap in the new version without changing the link.

3. Publish the files

Until you click Publish files, your client sees a “Your files are being prepared” message instead of the downloads. That lets you upload in peace and send the link early. When everything’s in, publish.

4. Send the link

1. Click the link under Client link to copy it, then paste it into your email or message. (You can also copy it from the dashboard: hover a portal and click Copy link.)
2. Use Open client view in the ••• menu to see exactly what your client will see.

Your client doesn’t need an account. They just open the link.

What’s next

• Add an invoice so your client can pay from the same page.
• Add your logo and color (Pro).
• Lock a portal with a password (Pro).

Limits on the Free plan

Free includes unlimited portals and 1 GB of storage, and payments carry a 2% Voxabase fee. Pro adds your branding and password-protected portals, raises storage to 25 GB and drops the fee to 0%. See Plans & billing.