Performance agency project files
Keep campaign evidence, delivery records and review status together in a client project file library.
- Industry
- Agencies
- Team
- Client services, Marketing
- Use case
- Documents and evidence, Client portals
- Tags
- Client delivery Approval workflow
- Includes
- 1 app
Template preview
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Included items
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Files Client app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
Review the evidence behind campaign decisions. The Files Client app groups engagement records, delivery evidence and next-cycle priorities, with search, file-type filters, review status, previews and downloads.
- Grouped project file library
- File search and type filters
- Review status for each file
- Actual file previews and downloads
How to use this template
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Define the project workflow
Choose the client inputs, delivery responsibilities and decisions this project needs.
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Configure the audience
Confirm the Client and Admin responsibilities, project context and visible information.
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Review access and content
Check project permissions, named owners and configured content before using the app with a client.
Frequently asked questions
Who is this configuration for?
Performance-agency clients and account teams working together on campaign delivery.
What files belong here?
Campaign evidence, approved delivery records, engagement baselines and next-cycle priorities for the selected client project.
How can I find a file?
Search by name, filter by file type and use the review-status controls to narrow the project library.
Can I preview and download files?
The library offers previews and downloads for the available project files. The preview depends on the stored file type.
What do the review statuses mean?
Approved files are ready to use. Changes requested and awaiting review identify work that still needs the responsible reviewer.
Do Client and Admin have the same view?
The Client app presents shared project files. The Admin workspace also separates incoming evidence from outgoing deliverables and review queues.