Delivering to Your Client

Delivery is the last step of the same project. Your client gets a private link to a branded portal — no login needed on their end — where they view the maps, download the files, and pay the invoice.

Open the delivery page

Office › Work › Field › DSP · /office/work/field/dsp

1. In the left menu, click Office › Work › Field › DSP.
2. Click the folder, then click the project. The project page opens.
3. In the delivery box under the missions, click “Manage delivery”. The project’s delivery page opens, with three boxes: “Your files”, “Send to your processor”, and “Share with your client”.

No delivery box yet? It appears once the project has delivery files or a client link. Until then, click “Deliver to client” in the bar at the top of the project page, then “Set up client portal” (add the client’s name and email on the project first).

Stage the files

1. Go to Office › Work › Field › DSP, click the folder, then the project.
2. In the delivery box, click “Manage delivery”.
3. In the “Your files” box, click “View / manage”. It opens “Upload & files”.
4. Next to “Who sees these:”, pick “Client (delivered files)” or “Just me (working files)”.
5. Drag files or a whole folder into “Drop files to upload”. Uploads resume by themselves if the connection drops.

The tabs above the file list — “Media”, “Raw Files”, and “Processed Files” — show each kind of file, and “New folder” adds a folder. Finished survey maps can also go straight to the portal: on the mission’s card, click “Add to the client portal”.

Send it to the client

1. Go to Office › Work › Field › DSP, click the folder, then the project.
2. In the delivery box, click “Manage delivery”.
3. In the “Your files” box, click “View / manage”. It opens “Upload & files”.
4. Click “Email link to client”. The client gets an email with the portal link.

If the button is greyed out, the project has no client email yet — click the button next to it to add one.

To send the link yourself instead: on the delivery page, in the “Share with your client” box, click “Create client link”, then “Copy”. The link is private and random, needs no login, and doesn’t expire.

What the client sees

The portal carries your company name and colors (set them under Settings › Account › Client Branding · /settings/account/client-branding), with tabs:

• Overview — the project at a glance: files, maps, invoices, balance due, and a comment thread.
• Maps — delivered orthomosaics and 3D models open in an interactive viewer right in the browser: pan, measure, annotate. Client annotations are saved on their link and never touch your source survey.
• Panoramas — only when you delivered any.
• Files — the released files, grouped by flight and mirroring your folder structure. Each file has its own resumable download, every folder has “Download folder”, multi-flight deliveries add “Download flight”, and “Download everything” bundles it all into one zip.
• Invoices — see below.
• Your History — what the client has done on the portal.

Clients can also post comments and upload their own supporting documents to you.

Getting paid from the portal

Attach an invoice to the delivery (delivery invoices carry a project field) and it shows on the portal’s Invoices tab, with a “Pay Now” button when you’ve connected a payment gateway (Stripe or PayPal). The Overview shows the client a Balance Due card until it’s settled, and in Office › Money › Invoices the invoice’s status changes to viewed the first time the client opens it.

Common questions

Does my client need an account? No. The portal link is private to them and works without any login. Keep it to the client — anyone with the link can open it.

Why can’t my client see a file I uploaded? It was uploaded as “Just me (working files)”, or it is a processed file not yet released. On the delivery page, in the “Share with your client” box, click “Release … processed files to client” when it shows.

Can my client download everything at once? Yes — “Download everything” on the portal’s Files tab streams one zip of all released files, and each folder and flight has its own zip button too. On a shaky connection, single-file downloads are the safer bet: they resume automatically if interrupted.

Can the client share the portal with their team? Yes — the portal’s Overview has “Invite a colleague to this portal…”, which emails a portal link to a colleague.