All guides, by feature
Download a client’s document
Open Documents in the sidebar and press Download on the document’s row.
Before you start
- Who can do this
- Anyone at your agency, for the clients they can see
- Where in Orbit
- Sidebar › Data › Documents
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
In the sidebar, open Documents.
Find the document in the Document Library. The newest are at the top.
Press Download on its row.
When it worked
Your browser opens or downloads the file.
If something goes wrong
You can’t find a client’s document.
The library lists documents for the clients you can see. If the client is missing, ask an Owner or Admin to check your Client Access in Team.
How it works
Explainer: Who can do what with documents
Everyone at your agency can see and download documents for the clients they have access to. Owners and Admins upload and delete them on a client’s Documents tab.
| Task | Owner and Admin | Manager and Specialist |
|---|---|---|
| See the library and a client’s Documents tab | Yes | Yes, for the clients they can see |
| Download from the library | Yes | Yes |
| Upload a file on a client’s Documents tab | Yes | No |
| Delete a document | Yes | No |
- Documents follow Client Access: someone who can’t see a client can’t see its documents either.
Explainer: Categories, Storage and Source
A category labels a document so you can filter by it. Storage says whether it’s an uploaded file or a link, and Source says whether a person uploaded it or Orbit built it.
| Column | Values | What it means |
|---|---|---|
| Category | MSA, Invoice, Media Plan, Creative, Other | A label for filtering. It doesn’t change who can see the document. |
| Storage, on a client’s tab | Supabase or Drive | Supabase is a file uploaded to Orbit. Drive is a link, whatever site it points to. |
| Source, in the library | Uploaded or Agent-built | Uploaded by your team, or built by Orbit in Mission Control. |
| Client sees it or Visible to client | Yes or Agency only | Whether the client can see it in their portal. |
- On a client’s Documents tab, the Filter: chips show one category at a time.
- A document’s category and title can’t be changed after it’s added.