Organize Client Files with Centralyn

Give Files a Home

Keep client documents with the relevant client and shared organization assets at the organization level. Use clear filenames that describe the client, purpose, and date.

For example, use "Acme_2026-09_Bank-statement.pdf" for a monthly statement and "Acme_2026-09_Review-notes_v2.pdf" for a revised review. Agree on one naming pattern with your team before collecting files.

Collect Files Through Forms

Add file-upload fields to a client form and publish its public link. Clients can submit the requested information without signing in, and your team can review responses in the dashboard.

Find What You Need

Browse assets in the gallery and filter by file type. Image thumbnails help your team identify visual assets without opening each original.

Manage Team Access

Invite the teammates who need access to your organization and select the appropriate roles. Review membership when responsibilities change or someone leaves.

Keep Storage in View

Storage allowances apply per organization. Review usage as your document collection grows and choose a plan with enough capacity for your work.

Before deleting a file, check whether it is still needed for an active engagement. Use clear naming for revisions rather than assuming an automatic version history.