Venue Documents is a file library for the things you send people repeatedly — brochures, floor plans, insurance certificates, permits.
Uploading
The upload form takes a Document Name, an optional folder, and the file itself via Select File.
Accepted: JPG, PNG, WebP, PDF, Word and Excel files, up to 10 MB each.
Storage
Your venue has 100 MB in total, shown as Storage Used on the upload form. As you approach the limit the indicator warns you, and at the limit uploading is blocked with "Storage limit reached".
A file that would push you over is refused with a message naming how much room is left.
At 100 MB this fills faster than you'd expect — a handful of scanned PDFs will do it — so it's worth being selective rather than treating it as an archive.
Folders
Folders group related files. A folder takes a name, an optional description and a Folder Color, and documents can be moved between folders at any time. Empty folders can be deleted.
The table
Documents are listed with their name, type, size and upload date, searchable by name and filterable by type. Actions on each row cover downloading, sharing, moving and deleting.
Deleting is permanent, and frees up the storage.
Sharing with a client
The share action emails a document to a client:
- Pick the recipient under Send to Client — the list is your leads with their email addresses
- Edit the Message Body, which comes pre-written with the document name
- Send
They get an email with a link to download it.
Tip: Keep the library to documents you actually send clients. Internal working files eat the 100 MB quickly, and the useful test is whether you'd be happy emailing it to a couple tomorrow.
Still stuck? A person reads every email.
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