Using Files
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

Indy makes it easy for you to store and organize your project files, share them with your clients and collaborators, and get your work approved faster than ever.

You can work with your clients and collaborators in many different ways — you can simply share files with them, give them the ability to comment on files, or ask for a formal sign-off by requiring them to approve files.

File upload and organization

You can upload a new file by clicking the 'New' button in the top navigation, clicking the 'Upload file' button in the Files Dashboard, or drag-n-dropping a file in.

Once a file is in the system, you can easily organize your information in folders. Simply create the '+ New' button to start.

Then select which files you'd like to move and where.

Note: Currently only jpeg, jpg, gif (without video), bmp, png, webp, tiff, svgd, pdf, and mp4 are supported in file preview. Any other file types can be uploaded and shared but will need to be downloaded by the recipient to view.


When you upload a file, you can decide if you want your recipient to only view or view and comment on the file.


Comments allow you to get feedback from your clients and collaborators on your work. Getting to a final version can take time and many revisions, that's why we've made it easy for you to upload multiple versions of your work.

Each new version you upload will begin a new thread for comments, this will allow you to keep feedback centralized per iteration. You can also mark the feedback as resolved when the work has been completed.

Your clients will be informed throughout the entire process with helpful email updates.

You, your clients, and collaborators can also use notations to comment on specific areas of the file to make it obvious what each comment is referring to. Notations are currently only supported on images (JPG, JPEG, PNG).

There are two ways to leave a notation comment:

1. From the toolbar at the bottom of the preview area

2. From the comment field in the sidebar


You can require your clients and collaborators to formally approve and sign off on your work. Adding an approval requirement is a great way to safeguard you from scope creep and your work from being questioned at the end of a project.

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