Quick Summary

Proper file management ensures smooth project workflow. Learn how to upload, organize, and download files effectively for your requests.

What You'll Learn

• Uploading files to requests
• Supported file types and sizes
• Organizing project files
• Downloading deliverables
• File management best practices

Uploading Files to Requests

When to Upload Files

• With New Request: Attach files when creating request
• Via Comments: Add files to existing requests
• To Project: Upload general project files
• For Revisions: Provide updated assets

How to Upload Files

Method 1: During Request Creation

1. Create new request
2. Fill in request details
3. Click "Attach Files" or drag-and-drop
4. Select files from your computer
5. Files upload automatically
6. Submit request

Method 2: Via Comments

1. Open existing request
2. Go to comments section
3. Click attachment icon
4. Select files
5. Add comment explaining files
6. Post comment

Method 3: To Project Files

1. Go to project page
2. Click "Files" tab
3. Click "Upload Files"
4. Select files
5. Files available to all project requests

Supported File Types

Images

• JPG/JPEG - Photos, images
• PNG - Graphics with transparency
• GIF - Animated images
• SVG - Vector graphics, logos
• WebP - Modern image format
• ICO - Favicons

Documents

• PDF - Documents, specifications
• DOC/DOCX - Word documents
• TXT - Plain text files
• RTF - Rich text format

Design Files

• PSD - Photoshop files
• AI - Illustrator files
• SKETCH - Sketch design files
• FIG - Figma files (or share link)
• XD - Adobe XD files

Code and Development

• HTML - HTML files
• CSS - Stylesheets
• JS - JavaScript files
• ZIP - Compressed files
• JSON - Data files

Spreadsheets and Data

• XLS/XLSX - Excel files
• CSV - Data files
• NUMBERS - Apple Numbers

Video (for reference only)

• MP4 - Video files
• MOV - QuickTime videos
• Note: We don't edit videos, but accept for reference

File Size Limits

Individual Files

• Maximum per file: 10MB
• Recommended: Under 5MB for faster uploads
• Images: Compress before uploading
• Documents: Usually well under limit

Total Upload Limits

• Per request: Up to 50MB total
• Per project: Up to 500MB total
• Account: Unlimited storage

Large Files

For files over 10MB, use cloud storage:

• Google Drive: Share link with view access
• Dropbox: Share public link
• WeTransfer: Send download link
• OneDrive: Share link

How to Share Cloud Links:

1. Upload file to cloud storage
2. Get shareable link
3. Paste link in request description or comment
4. Ensure link permissions allow viewing/downloading

File Naming Best Practices

Good File Names

• ✅ logo-primary-blue.svg
• ✅ homepage-hero-image.jpg
• ✅ pricing-page-copy-v2.pdf
• ✅ contact-form-mockup.fig

Poor File Names

• ❌ IMG_1234.jpg (not descriptive)
• ❌ final final FINAL.pdf (confusing)
• ❌ Screen Shot 2026-01-14.png (not specific)
• ❌ untitled.psd (no context)

Naming Convention Tips

• Use descriptive names
• Include purpose or location
• Use hyphens or underscores (not spaces)
• Add version numbers if multiple versions
• Keep names concise but clear

Organizing Project Files

Folder Structure

Organize files by type or purpose:

• Brand Assets - Logos, fonts, style guides
• Images - Photos, graphics
• Content - Copy, text documents
• Designs - Mockups, wireframes
• Deliverables - Completed work from team

File Organization Tips

1. Create folders for different file types
2. Use consistent naming across all files
3. Delete old versions to avoid confusion
4. Keep active files in main project folder
5. Archive completed request files

Downloading Deliverables

How to Download Files

Individual Files:

1. Go to completed request
2. Find deliverable files
3. Click file name or download icon
4. File downloads to your computer

Multiple Files:

1. Select multiple files (checkboxes)
2. Click "Download Selected"
3. Files download as ZIP archive

All Project Files:

1. Go to project page
2. Click "Files" tab
3. Click "Download All"
4. All files download as ZIP

What You'll Receive

Depending on request type:

• Website Files: HTML, CSS, JS, images
• Design Files: Figma links, PSD, AI files
• WordPress: Theme files, plugin files
• Code: ZIP with all code files
• Assets: Optimized images, graphics

File Compression

When to Compress Files

• Files over 5MB
• Multiple files to upload
• Faster upload times needed
• Bandwidth limitations

How to Compress Files

Images:

• Use TinyPNG.com or Compressor.io
• Reduce file size by 50-80%
• Maintain visual quality

Multiple Files:

• Create ZIP archive
• Right-click → Compress (Mac)
• Right-click → Send to → Compressed folder (Windows)

File Security and Privacy

File Access

• Your files: Only you and your team see them
• Project team: PM and assigned developers/designers
• Secure storage: Encrypted and backed up
• Privacy: Never shared with others

Sensitive Files

For confidential files:

• Password-protect documents
• Share passwords separately (via PM message)
• Use encrypted cloud storage
• Delete after project completion if needed

File Management Tools

Built-in Features

• File Preview: View images and PDFs inline
• Version History: See previous file versions
• Search: Find files by name
• Filter: By file type, date, project
• Tags: Label files for easy finding

External Tools

Recommended tools for file management:

• Image Compression: TinyPNG, Compressor.io
• Cloud Storage: Google Drive, Dropbox
• File Transfer: WeTransfer, Send Anywhere
• Screenshot Tools: Snagit, CloudApp

Common File Issues and Solutions

Issue 1: File Won't Upload

Possible Causes:

• File too large (over 10MB)
• Unsupported file type
• Internet connection issue
• Browser problem

Solutions:

• Compress file or use cloud storage link
• Convert to supported format
• Check internet connection
• Try different browser

Issue 2: Can't Find Uploaded File

Solutions:

• Check request's Files tab
• Look in project Files section
• Search by filename
• Check comments for attachments

Issue 3: Downloaded File Won't Open

Solutions:

• Ensure you have required software
• Check file extension is correct
• Re-download file
• Contact PM if issue persists

Common Questions

Q: Can I upload files from my phone?
A: Yes! The platform works on mobile browsers. You can upload photos directly from your camera.

Q: What happens to files after project completion?
A: Files are stored indefinitely in your account. You can download them anytime.

Q: Can I delete files I uploaded by mistake?
A: Yes, you can delete files from the Files section. Or ask your PM to remove them.

Q: How long are files stored?
A: Files are stored as long as your account is active, plus 90 days after cancellation.

Q: Can I share files with team members?
A: Yes, all files in a project are accessible to team members assigned to that project.

Need More Help?

Contact your project manager or email support@thrivepix.com