📂 How to Reopen Client Tasks (and What Happens to Uploaded Files)

When a client uploads a file to a Client Task, that file becomes part of Client Hub’s file system and remains attached to the task unless it is removed or deleted.

If you need help creating a new task, see 🧾 How to Create a Client Task

Below is exactly how files behave and what to watch for when working with reopened tasks.

✅ What Stays Attached

When a Client User uploads a file:

Uploaded files remain visible on the task with their name and a direct link.
Reopening the task does not remove any files.
New files uploaded later appear alongside the originals — nothing is overwritten or replaced.
Files remain accessible whether or not a folder was chosen during upload.

These files remain attached as long as the task is reopened and not edited or deleted.

⚠️ Important: Editing a Reopened Client Task Removes Files

If a Firm User edits a Client Task after it has been reopened, any files the client previously uploaded are removed from the task.

This applies whether the task is edited from the Job or directly inside the Client Task.
Comments and other task history remain intact, but all attachments are cleared.
Because files are not duplicated, removing them from the task also removes them from the system.

🔄 Recommended Workflow to Keep All Files Intact

Reopen the Client Task.
Add a comment explaining what the client still needs to upload.

The client receives a notification, sees your comment, and uploads the missing file(s) — without affecting any files already attached.

This keeps everything within the same task and preserves the full upload history.

📝 What Happens to Text Responses

For most task types, reopening clears the client’s previous text response so they can provide a new one.

For Open Text tasks, Client Hub automatically copies the original response into a comment before clearing the field. This preserves the original message while prompting the client for updated information.

🗑 File Deletion Rules

⚠️ Important: Files in Client Hub are not duplicated

A file exists as a single item across the system
Moving a file to another folder does not create a copy
Deleting a file from a task will permanently delete it from all locations, including the File Manager

Example:

If a file is uploaded to a task, then moved to an internal folder, and later deleted from the task, the file will also be removed from the internal folder because it is the same file.

💡 Best Practices

Request one file per Client Task whenever possible to keep things clear for clients.
If you need additional files, add a comment instead of editing the task — this preserves all uploaded documents.
If you need to retain a file, download a copy to your device before removing it from a task.
As an optional workflow, some firms prefer creating separate Client Tasks when they need multiple individual documents (for example, “Please upload April bank statement” and “Please upload May bank statement”), while others group items if that fits their clients’ needs.