Nimbus is designed for client collaboration! Therefore, you can share files with your clients in several ways. The most professional option is a client portal.
This is a no-code website with sections and all the deliverables organized in one place. Set up and manage your first portal with this guide.
The Client Portal is based on one of your Nimbus Note workspaces, with all documents synchronized. Thus, you first need to open any page in your workspace to add & share a file with a client.
Besides images, videos, and other media, Nimbus lets you upload files for your client to download. Many common formats are supported, including png, mp4, mp3, doc, pdf, etc.
Nimbus allows you to add all of them in four ways:
You can simply leave a link or embed your file if you’re using cloud storage.
Here are some options for adding your page with files:
Your pages & folders are already added unpublished to the sidebar when creating the portal. To publish those containing client files:
You can also find your pages by name using the search bar. This makes it even easier!
Your Nimbus pages can appear on your home page as well. To add Nimbus files to the home page:
Finally, you can let your client download files directly on the portal instead of redirecting them to the shared page! To do this, embed your Nimbus document as follows:
If you would like your clients to jump to a cloud-based file (Google Drive, Dropbox, etc.), you can share its link. There are two ways to do this.
To insert a link in the sidebar:
To add a link to your home page as a widget:
💡 Quick tips:
👉 If you need to send a file to your client once (for example, during correspondence), use the page-sharing feature from Nimbus!
👉 In case the client needs editing access, invite them to your workpace. Don’t worry! Their data access is customizable and completely under your control.