Help & Guides / Step-by-step guide

Send files to your client

Upload finished files to a project's delivery and email your client the private link to them.

Menu
Office › Work › Field › DSP
Direct link
skysuite.pro/office/work/field/dsp
Level
Basic
Length
7 steps, about 3 minutes. Stop 5 of 6 on the Basic Start here path
Before you startThe project needs at least one mission (flight). The “Email link to client” button stays grey until the project has a client: click “Add a client to the project” next to it first.

  1. In the left menu, under “Work” › “Field”, click “DSP”.

    OpensThe “Drone Service Provider” page, with your folders.

    DSP in the left menu.

  2. Click your own business folder. It is named after your business, for example “My Work (SkySuite Demo)”.

    OpensThe “Projects” list in that folder.

    The folders on the DSP page.

  3. Click the project's name, for example “Phase 2 earthworks & stockpile volumes”.

    OpensThe project page.

    The projects list with the demo project.

  4. In the delivery box at the bottom of the project, click “Manage delivery”. No “Manage delivery” yet? Click “Deliver to client” at the top of the project, then “Set up client portal”.

    OpensThe delivery page, with three boxes: “Your files”, “Send to your processor” and “Share with your client”.

    The Delivered to the client box with the Manage delivery button.

  5. In the “Your files” box, click “View / manage”.

    OpensThe “Upload & files” page.

    The Your files box with View / manage.

  6. In the “Drop files to upload” box, check that “Who sees these:” says “Client (delivered files)” (marker 1), then click “Select files” (marker 2) and pick your files. You can also drag a whole folder onto the box.

    OpensNothing new: your files upload and are listed under “Files”.

    The Drop files to upload box.

  7. At the top right, click the green “Email link to client”.

    OpensNothing to open: SkySuite emails your client the private link to their files. They need no login.

    Final button
    The Upload & files page with the uploaded files and the Email link to client button.

Next on Start here: Create and send an invoice

To see exactly what your client sees, click “Open client view” next to the green button. More about the client’s side: Delivering to Your Client.

See a label on your screen that differs from this guide? Send us a ticket and we'll fix the guide. Still stuck? Ask Sky: go to Office › Community › Chat and open your System Chat.