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08· Delivery workflow

Files and deliverables

Stop sending version four by email. Upload once, version in place, and let the client always land on the current file with the approval history attached.

5 min readUpdated 24 Jul 2026For agencies

Files in LynxRise attach to a project, a task, or a portal page. Wherever they sit, they carry their version history, approval state, and comment thread with them.

01

Upload and organise

Drag files into a project's Files tab or into a portal folder. Folders keep long engagements navigable — clients rarely scroll past the first screen.

Files · Website redesign4 folders
01 Discovery6 files · 12 MB
02 Design14 files · 240 MB
03 Build handoff3 files · 8 MB
04 Brand assetsClient-visible
  • Drag-and-drop supports whole folders
  • Rename files after upload without breaking existing links
  • Number folders so they sort in delivery order
02

Versions, not copies

Upload a revision on top of the existing file instead of creating a new one. The client's link stays the same and older versions remain available underneath.

homepage.figv3.1 current
v3.1 · trimmed hero copyCurrent
v3.0 · full hero22 Aug
v2.2 · layout pass18 Aug
v1.0 · first concepts09 Aug
Version notes pay offOne line describing what changed turns your file list into a change log the client can actually follow.
03

Approvals

Request approval on a file and the client gets a clear decision to make. Approvals are recorded with the person, timestamp, and version.

Approval · homepage.fig v3.1
ApproveRequest changes
Priya Raman · 24 JulApproved v3.1. Go ahead and build.
  • Approval is version-specific — a new upload resets it
  • Requesting changes opens a feedback thread on the file
  • Approved files can be locked against further edits
04

Sharing and download links

Files are reachable inside the portal by default. When you need to send something to a party without portal access, generate a link with an expiry.

Share link
AccessAnyone with the link
Expires7 days
PasswordOptional
Downloads3 so far
Expiring links are still publicAnyone holding the link can open it until it expires. Use a password for anything commercially sensitive, and revoke the link when you're done.
05

Formats, previews, and limits

Common design, document, image, and video formats preview in the browser, so clients rarely need to download anything to give feedback.

Previewed inline

PDF, PNG, JPG, WEBP, SVG, MP4, MOV, plus common office documents.

Download only

ZIP archives, source design files, fonts, and anything unrecognised.

Per-file size

Up to 5 GB per file depending on plan; large uploads resume if the connection drops.

Storage

Pooled across the workspace and shown in Settings → Usage.

Large video?Upload a compressed review copy for feedback and keep the master in the build handoff folder.

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