DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
DiMarAg Hub · Help
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Frequently asked questions
FAQ-079How do I attach, organize, and share files with a client?Operator, communications and files · Agency and team
In the record’s Files area, upload files, choose a folder, and add a description. Use folders, search, and filters to find them; available actions may include opening, downloading, moving, or renaming. Always check the access label: do not assume an agency-private file has been shared.
In this version, uploads in this area are stored as agency-private and the Share button is disabled as a pending feature. Uploading a file there does not deliver it to the client. Files attached to call tasks have their own context and permissions; verify their scope before treating them as shared material.
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