Portals6 min readBy the Kiwi senior team

Document rooms and file uploads in client portals

A portal file room needs object-level permissions, virus-untrusted uploads, and expiry. A shared Drive folder is not a document room.

In this guide
  1. Direct answer
  2. The jobs
  3. A practical sequence
  4. Mistakes that look like progress
  5. What to send if you want a senior review
  6. Questions
  7. Sources

Direct answer

Store files as objects owned by a workspace, authorize download on every request, and treat uploads as untrusted. Do not serve user files from the same origin without a content-type you control. MDN’s CSP guidance is part of that: limit what uploaded HTML can do if it is ever sniffed.

The jobs

Upload evidence, download a deliverable, replace a version, expire access when the person leaves. If you cannot expire access, you have a pile of files, not a room.

A practical sequence

Permissions before drag-and-drop.

  • Name who may upload vs who may only download
  • Scan or at least isolate content types
  • Sign download URLs with a short TTL
  • Show the filename and size with a text label, not an icon-only control
  • Log download events without storing the file in the log

Mistakes that look like progress

Avoid these:

  • Emailing the file as well ‘just in case’, forever
  • A public bucket with a hard-to-guess URL
  • Previewing untrusted PDFs in a privileged origin

What to send if you want a senior review

Share file types, retention, and who must lose access. Related work at Kiwi: SaaS MVP design and development.

Frequently asked questions

Is a branded Dropbox enough?

It can be, if sharing links and offboarding are actually used. Move to a portal room when you need workspace-scoped audit and expiry in your own accounts.

Should files be searchable from Google?

No. Document rooms are authenticated. Keep them out of sitemaps and snippets.

Can we walk through a file room?

Yes, with harmless sample files. Do not use real client documents in a sales demo.

Sources

Figures cited above are drawn from the linked publications and are the responsibility of their sources; we date and scope them rather than presenting them as universal guarantees.

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