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.
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 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, images and Word documents render directly in Nextal, every page of them, with a page counter (3 / 12), navigation arrows and zoom controls.
Older office formats — older Word (.doc), OpenDocument (.odt), Excel, PowerPoint, rich text — are shown the same way: Nextal converts them to PDF the first time they are opened (a few seconds for a long document, instant afterwards) and displays every page. If a file cannot be converted, the preview says No preview for this file and offers Download — the original is intact.
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.
- A strict firewall no longer blocks your previews. Every document is rendered by Nextal itself — nothing is fetched from a third party — so a slow connection or a locked-down corporate network no longer stops a preview from appearing.