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File transfers

File transfers lets you send large files to clients and collaborators without leaving AgentticCRM: up to 20 files and 2 GiB per transfer, with a link that expires 24 hours after it is ready. Recipients download without creating an account, and you decide when to replace or revoke the link.

  • Up to 20 files and 2 GiB per transfer
  • Links that expire on their own after 24 hours
  • No account needed to download
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app.agentticcrm.com/app/transfers
Sample screen with fictitious data.

How you send a transfer

  1. Open Share files

    From the + menu at the top or with Alt+S (Option+S on a Mac), without leaving the screen you are on.

  2. Add the files

    Drop them into the window or choose them. If you like, add up to 10 recipient emails and a message.

  3. Wait for the link or keep working

    You see the upload progress. If you choose Continue in background, you get a notice when the link is ready.

  4. Share the link

    Copy it with Copy link and send it however you prefer. If you added emails, each recipient gets a message with the link.

What your client sees when they open the link

A page with your organization's name, who is sending the files, your message and the list of files with their sizes. Each file has its own Download button, and there is no account to create or app to install.

The page shows how much time is left and the exact date and time it expires. After that, the link stops working and only says it is no longer available, without showing file names or any details of the transfer.

The limits of each transfer

  • 20files per transfer
  • 2 GiBin total per transfer
  • 10email recipients, if you want to notify them
  • 24 hper link, counted from the moment it is ready

Manage every transfer from the Transfers screen

  • Create and copy link

    Generate another link for the same transfer when you need to send it to someone else.

  • Replace links

    If a link reached the wrong person, replace it: the old links stop working and you copy a new one.

  • Revoke and delete

    Cut off access instantly. The files are erased from storage and nobody else can download them.

  • Resume upload

    If your connection dropped, pick the same files again and the upload picks up where it left off.

  • Retry failed emails

    If an email notice did not reach a recipient, send it again with one click.

  • Malware scanning

    Before the link goes live, each file is checked to confirm it arrived complete and scanned for malware. If a threat turns up, the transfer is blocked.

Your transfers and your organization's activity

Transfers

  • Only the transfers you created
  • The status, size and expiry of each one
  • The buttons to copy, replace or revoke their links

Organization activity

  • Transfers from the whole team, read-only
  • Who sent each one, how many files and how large they are
  • No file names, recipients or messages

Organization activity is available to people with permission, such as admins and managers. Nobody can copy, replace or revoke another person's links.

To send a password or other sensitive detail without files, use Confidential sends, which protects that text with a temporary, encrypted link.

Frequently asked questions

What kinds of files can I send?

Any kind: videos, designs, photos, backups or zipped folders, as long as the transfer stays within 20 files and 2 GiB.

What if my client didn't download the files in time?

Create a new transfer with the same files and send them the new link. Each transfer lasts 24 hours from the moment it is ready, and its files are deleted afterwards.

Can I tell whether the files were downloaded?

Yes. Every download is recorded in Activity and audit with its date and time, just like the creation and revocation of each transfer.

Do transfers use my plan's storage?

Yes, while they are live. When they expire or you revoke them, the files are deleted and that space becomes available again.

Can I ask ChatGPT or Claude to send a transfer?

A transfer is always sent by a person on your team from their own account. What a connected ChatGPT or Claude can do is leave the file on the client's project, where your team finds it alongside the rest of the work.

File transfers works together with

See AgentticCRM working with your team's day-to-day

Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.

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