Content Snare Help
  • Main Site
  • Contact
  • Login
  1. Help
  2. Settings & Account
  3. Account & Billing
  4. Managing files and storage
Searching...

Contents

  1. Searching and filtering files
  2. Storage space management
    1. Next steps:

Onboarding service

Don't have time to set Content Snare up yourself? Our team can convert your existing forms, import data and get you up and running in record time.

LEARN MORE

Popular Articles

  • How to Integrate FYI with Content Snare
  • How do Confidential Fields work?
  • Send email from your own domain
  • What file type uploads are accepted?
  • How to use Smart Requests (AI)

Need support?

Can't find the answer you're looking for? Don't worry, we're here to help!

CONTACT SUPPORT

Managing files and storage

Contents
  1. Searching and filtering files
  2. Storage space management
    1. Next steps:

Content Snare allows you to view and manage the files that clients have uploaded to your requests. To do that, click the avatar in the upper-right corner and choose Manage Files from the drop-down menu:

Once there, you will see all of your clients’ files along with these details:

  • File name
  • The request it originates from
  • Request status
  • Request owner
  • Client name
  • Client company
  • File size
  • File type
  • The upload date

A few more options are available if you click the dotted area on the right:

  • View the request the file originates from
  • Preview the file
  • Download the file
  • Delete the file (also available as a separate button next to the dotted area)

Searching and filtering files

It’s possible to find a file through the search box in the upper-right corner. Should you wish to filter through documents, you can do it based on three parameters:

  • Request Status: Published, Draft, Complete, Archived
  • Request Owner
  • Client

Storage space management

Each plan in Content Snare comes with a certain amount of storage space for all of your files as a collective. The plans and their corresponding limits are as follows:

  • Basic: 20GB
  • Plus: 50GB
  • Pro: 100GB
  • Large: 200GB 
  • Custom: Unlimited

If you run out of storage, you will need to delete some files to free up space for new ones or upgrade to a higher plan. To upgrade, click the avatar in the upper-right corner and go to Upgrade from the drop-down menu. Once there, choose a plan that suits your needs before being redirected to the subscription billing page:

Next steps:

  • Choosing or changing plans
Updated on April 11, 2024

Was this article helpful?

Yes No

Related Articles

  • Canceling your account
  • Invoices & billing history
  • Choosing or changing plans
  • Logging in
  • Setting up two-factor authentication
Templates
  • Blog
  • Form Templates
  • New Accounting Client Checklist
  • Bookkeeping Client Intake Form
  • Web Design Questionnaire
  • Logo Questionnaire
  • Real Estate Questionnaire
  • Client Onboarding Questionnaire
  • Merchant Onboarding Form
Uses
  • Document Collection Software
  • Request Files From Clients
  • Client Onboarding Software
  • Client Portal Software
  • Collect Information
  • Accounting Client Portal
  • Data Collection Tools
  • Gather Website Content
  • Client Intake Forms
  • Gather Content Alternative
  • FileInvite Alternative
  • Sharefile Alternative
Product
  • Main Website
  • Blog
  • Customer Stories
  • Security & Compliance
  • Integrations
  • Product Updates
  • Roadmap
  • Privacy Policy
  • Terms
  • Login

Information gathering like you always wanted it to be: simple & stress-free.

© Copyright 2025 Content Snare All Rights Reserved