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Nextal Help

Client files

Where you keep every document attached to a client — master service agreements, NDAs, briefs, anything you need to find later about this account.

Where to find it
Client profile → Files tab
Who can use it
Anyone with access to clients.
Direct URL
https://app.nextal.com/clients/<ID>?tab=files

The Files tab on a client profile is for documents that live with the client account: master service agreements, statements of work, signed NDAs, account briefs, anything you want at hand when working with this client.

The Files tab. Add Files button top-left, sort top-right, file list on the left, preview on the right.

The toolbar

Add Files

Click Add Files to open a side panel. Drag files into the upload zone or click to browse. Accepted file types: PDF, Word (.doc/.docx), and OpenDocument Text (.odt).

When you’ve picked your files, click Add files at the bottom. Accented characters in filenames are converted to plain equivalents — “MSA — Acme.pdf” ends up saved as “MSA___Acme.pdf”. The document content is unchanged.

Sort the list

Click the sort icon on the top-right to sort by Creation date, ascending or descending. Default: newest first.

The file list

The left column shows every file attached to the client. Each row displays the file type, the date it was added, and the filename (truncated to 25 characters if longer). The newest file is auto-selected when you open the tab.

The preview panel

The selected file shows in the panel on the right. PDFs and images render natively; Word and ODT files render through Google’s document viewer.

Action bar

Three buttons at the top-right of the preview:

  • Open — opens the file in a new browser tab
  • Download — saves it to your computer with the original filename
  • Delete — opens a red confirmation dialog

Who can do what

What you want to do

What you need

Read files

Access to the client

Open or download a file

Same

Upload a file

Same

Delete a file

Same

Tips

  • Use descriptive filenames. “MSA-Acme-2026-v3.pdf” beats “document1.pdf” when the list grows.
  • Keep one version of each agreement. When you have a new version, delete the old one (or rename it before re-uploading) to avoid confusion later.
  • Some previews need internet. Word and ODT preview through Google’s document viewer — a slow connection or strict firewall may delay or break the preview. Click Open or Download as fallback.