Files
Host brochures, images and videos on ClientTether and link to them from your messages with a public URL.
On this page
1What Files is for
Settings → Files is the account’s own file store: PDFs, brochures, your logo, before-and-after photos, videos. The point is the Public URL every file gets — paste it into an email or text template and the message links to the file instead of carrying it, which keeps messages small and out of spam filters.
2Working with files
- Create Folder to organise, then Attach File Into Folder (or the add control) and choose a file from your computer. Each entry shows a thumbnail, name, description and size.
- Public URL copies the file’s link to your clipboard, ready for a template.
- Replace swaps the file for a new version keeping the same URL, so every message already sent still points at the current version. ClientTether offers to download the old one first.
- Download and Delete do what they say.
- Duplicate copies the file — within the account, up a level to the parent account, or pushed to sub-accounts you select. That’s how an Enterprise distributes a brochure to every location.
Public means public
Anyone with the URL can open the file — that’s what makes it work inside emails and texts. Don’t store anything here you wouldn’t hand to a customer.
3Troubleshooting
The link in my template opens an old version
Use Replace on the existing file rather than uploading a new one and re-copying the URL.
A sub-account can’t see a file
Files aren’t shared automatically. Use Duplicate → Push to Subaccount(s).
4Related pages
- Templates — where the URLs get used.
- Proposal System — proposals have their own attachments.
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