Uploading and downloading files

Accessing the Client Files Section

• Log into the TidyFlow web app (desktop app coming soon).
• Navigate to the ‘Client’ section to find the specific client you want to manage.
• Click on the ‘Files’ section to view all folders, subfolders, and files associated with that client.

Downloading Files

• To download individual files, click on the file you wish to download.
• To download multiple files:
  • Use the ‘Select All’ option or manually select specific files.
  • Click the ‘Download’ button.
• An email will be generated and sent to you with a link to download the selected files.

Uploading Files

• To upload files, you can:
  • Select a specific folder and use the upload option.
  • Drag and drop files directly into the desired folder.

Backing Up All Files and Folders

• To back up or download all files and folders for all clients:
  • Go to ‘Settings’.
  • Navigate to ‘General Settings’.
  • Click on ‘Download All Files and Folders’.
• An email will be sent to you with a link to download the backup.

Questions and Support

• If you have any questions or need further assistance, feel free to reach out for support.