Pro Tips #1: Client File Storage

We Are Branch | Pro Tips #1: Client File Storage

Welcome to Pro Tips, a new series dedicated to sharing bite-size tips and tricks that you can digest quickly and put to use! Let’s face it: we’re all busy and the last thing we need is another long-form article to digest that leaves us so overwhelmed by the end that we scrap it and go back to our old way of doing things.

The first Pro Tip is something we’re really passionate about around here: client file storage! As designers, part of our responsibility when offering a professional service is to stay organized and provide our clients with a seamless experience.

Once a client project is completed, we upload the finished files to a dedicated Dropbox folder clearly labeled with the client’s name and then email them the download link.

We’ve been doing this for a few years now with great results. You can sign up for a Dropbox account right here.

The reason for storing client files in a safe third-party spot is threefold:

1. The client can use the link to access their files any time without asking us to send over their assets. It saves us both time.

2. If an external hard drive with their backed up files breaks or gets lost (hey, it’s happened!), their full suite of assets is still intact.

3. Staying organized is much easier. Finished assets can get easily buried when sent in emails whereas a labeled Dropbox folder is much faster to find.

Setting up systems including file storage as early as possible in your business will save both you and the client from future headaches.

2 thoughts on “Pro Tips #1: Client File Storage

  1. I have a question. How long do you keep those files in Dropbox for your clients? In other words, do you keep the client files indefinitely or do they have an expiration date in which the client will not be able to access them anymore?

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