One practical example
A brand kit with an obvious starting point
For a café rebrand, deliver Logo, Print, Web, and Readme folders. Include a PDF overview for the owner, the approved vector files for their printer, and the web exports for their developer. Explain which logo has a transparent background. The café owner should not need your design software just to work out what to send to the sign maker.
- Logo/Approved vector and image exports
- Print/Files prepared for the printer
- Web/Assets for the developer
- Readme.pdfWhich version to use where
From start to finish
A clear handoff at every stage
- 1
Request
Send a project-specific receive link with a precise checklist and deadline.
- 2
Review
Open every submission and check dependencies, rights, versions, and missing assets.
- 3
Package
Create a clean final folder with exports, agreed source files, and a useful readme.
- 4
Deliver
Test the public link, explain its expiry, and record the client's confirmation.
Prepare the work
Make the delivery easy to understand
Give every project its own intake
Create a receive link named after the client and job. Put the brief beside it: requested formats, naming rules, deadline, maximum useful quality, and who should answer questions. A client can upload without seeing your account or another client's submissions.
Check dependencies before packaging
Design files often depend on fonts, linked images, plugins, libraries, and application versions. Include only assets you are allowed to distribute, collect the approved links, and add PDF or image exports for people who do not own the source application.
Separate approval from handoff
Comments and changing drafts belong in the review tool your team already uses. Once work is approved, make a clean TransferSize package containing the final exports and only the source files promised in the contract.
The handoff
Tell the next person what happens next
Use names that survive outside the agency
A filename should explain the client, campaign, deliverable, version, and date without relying on your internal board. Add a short readme with software versions, fonts, color profiles, and the person to contact if something is missing.
Close the job without losing the record
Tell the client when the delivery link expires, verify the public page, and ask for confirmation. Disable the intake link when submissions are finished and keep the approved source package in your own archive.
Package the job, not your whole working folder
Open the final package as though you were the client. Remove abandoned concepts and internal notes. Check that linked images are present and that the readme names the application version needed for editable files. A downloadable preview helps someone without the design app understand the result.
- Include fonts only when their license allows redistribution.
- Distinguish print color settings from web exports.
- Name one contact for missing files or questions about the package.
Want the technical detail?
TransferSize moves the files you provide. It does not embed missing fonts, collect external assets, convert application versions, or grant a software license. Use the packaging features in your design application first and test the resulting archive before sharing it.
Questions people ask
Can a client upload without joining our workspace?
Yes. A public receive link does not reveal your workspace and does not require the client to register.
Will TransferSize collect missing fonts automatically?
No. Package linked assets and distributable fonts in the design application before uploading.
Should draft and final files share one link?
Usually not. A separate final delivery prevents old versions from looking approved.
Can we remove a file after the client downloads it?
You can close future access, but you cannot remove a copy already downloaded to another device.
Send one file first. Add extra controls only when you need them.
