Filepass

This is a separate product that is an additional fee for all users except for Pro Plans.

Filepass Portfolio Player Guide

Filepass Refund Policy

This video gives a full overview of what Filepass has to offer.

Full Filepass Overview Video

This feature is only enabled for customers on the Pro Plan

How Client Uploads Work

Whether you're a trial or paid user, this is the process for canceling your Filepass account.

How To Cancel Your Account

How Auto-Publish Settings Work

To make sure you never miss a revision request, we've added a handy email notification feature

Revision Request Notifications

The quick and easy way to PERMANENTLY delete items in your account

Deleting files, folders, or projects

To create a paywall so clients can't download files until they have paid, follow these simple steps:

Charging for Files

Do you want to make sure you're paid before clients can even hear (stream) your files?

Preventing Clients From Listening To Files Until Paid In Full

If you uploaded files but they aren't visible to the client, chances are they haven't been published yet

Publishing Files (Why Aren't My Files Showing Up?)

If you're having troubles getting uploaded files to play, there are a few simple steps to try.

My Uploaded Files Won't Play!

When clients leave revision notes on your file, you can check them off as you work on them to hide them from the list.

The Revision Checklist

Currently, Filepass only supports payments via Stripe

Setting Up Payment Integrations

The difference between project, folder, and file links

Client Links

What file types can I upload to Filepass?

Supported File Types

To organize your project into folders, start here

Creating Folders

Once you have a project, you can add files to send to your clients

Uploading Files to a Project

To send files to a client, you have to use a project

Creating a New Project

The first thing you have to do to start using Filepass is have clients in the system

Adding Clients

This article shows you how to disable downloads and keep your files secure

How to prevent downloads on a project

Want to upgrade your account? Follow these steps.

How To Change Plans

An explanation of the monthly upload limit

How Does The Monthly Upload Limit Work?

Brian Hood

How Filepass Works

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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