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Upload a document for a client

4 stepsUpdated 13 Oct 2026

Open the client’s Documents tab, press Upload Document, give it a title and category, choose the file and upload. The client can see it straight away.

Before you start

Who can do this: Agency Owner or Admin
Where in Orbit: Sidebar › Data › Documents

Steps

Tick a step’s number when it’s done. We’ll remember where you were.

Open Clients, choose the client, then open the Documents tab.
Press Upload Document.
Fill in Title and choose a .
Choose the File, then press Upload.

When it worked

Orbit confirms “Document uploaded”. It shows [[Yes]] under [[Client sees it]], so it’s on the client’s Documents page if Documents is switched on for them.

If something goes wrong

Orbit showsTitle and category are required
Fill in Title and choose a Category, then press Upload again.
Orbit showsPlease select a file or provide an external URL
Choose a File before you press Upload.
Orbit showsForbidden: missing permission 'client:write'
Only an Agency Owner or Admin can add documents. Ask one of them.
The client can’t see the document.
Check Documents is switched on for them in Settings › Client Navigation.

How it works

Explainer: What clients see of their documents

A client sees every document filed for them that says Yes under Client sees it. Files you upload are visible straight away; Agency only documents stay hidden.

Clients see them on their portal’s Documents page, where they can download each one, and the latest three in a Recent documents card on their dashboard.
Switching Documents off for a client in Settings › Client Navigation hides the page and the card.
Orbit doesn’t email or notify the client when you add a document.
Only documents Orbit builds for you start as Agency only. They become visible once someone approves them in Mission Control, where your agency has it.
There’s no switch to hide a single uploaded document. Delete it, or switch Documents off for the client to hide them all.
Clients can’t upload, edit or delete documents.

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.

Document columns and what they mean
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.

Limits: Document limits

Every document belongs to one client, and once added it can’t be edited. Deleting is the only change you can make.

There are no agency-wide documents: every upload is for one client.
Orbit doesn’t restrict file types.
You can’t rename a document, change its category or replace its file. Delete it and add it again.
Delete from the client’s Documents tab. The library has no delete.
Deleting also removes the stored file, for you and the client.
The library has no search or filter. To see one client’s documents, open that client’s Documents tab.