Uploading and managing files

Couples & Weddings — Weddinguru Help

Every wedding has a Files tab where you can store contracts, floor plans, mood boards and any other documents relevant to the booking.

Uploading files

Open a wedding record and click the Files tab. Click Upload File, select the file from your device and add an optional description. Files appear in the list immediately after upload.

Files are stored securely on the server and are not accessible to anyone outside your team unless you explicitly share them via the couple's portal.

Supported file types

Weddinguru accepts the following file types:

  • Documents: PDF, Word (.doc, .docx), Excel (.xls, .xlsx)
  • Images: JPEG, PNG, GIF, WebP
  • Other: Plain text (.txt), PowerPoint (.ppt, .pptx)

If you need to share a file type not listed here, convert it to PDF before uploading.

Portal visibility

By default, files are not visible to the couple in their portal. To share a file with the couple:

  1. Find the file in the Files tab.
  2. Click the visibility toggle next to the file.
  3. The toggle updates immediately — the couple will see the file next time they open their portal.

To hide a file again, click the toggle to turn visibility off.

Permissions

Users need the Files permission to access the Files tab. Without this permission, the tab is not shown. Admin users always have access. Grant the permission from Users → [user profile] → Permissions.