If you’re handling big, ugly B2B documents—think 100-page pitch decks, sales playbooks, or compliance PDFs—you know the pain. Slow uploads, version chaos, and the classic “is this the right file?” email chain. This guide is for anyone who needs to get those monster files into Relayto and keep them organized, accessible, and (mostly) painless to share.
You don’t need to be an IT wizard. But you do need a system that won’t melt down when you throw a 200MB PDF at it. Let’s break down what actually works, what’s just marketing fluff, and how to keep your document management from turning into a dumpster fire.
1. Know What You’re Uploading—File Types, Size Limits, and Gotchas
Before you even think about hitting upload, let’s get real about what Relayto can (and can’t) handle.
Supported file types: - PDFs (the bread and butter) - PowerPoint (PPT, PPTX) - Word (DOC, DOCX) - Images (JPG, PNG, GIF, but don’t expect magic with 50MB TIFFs) - Videos (MP4 usually works, but don’t use Relayto as your video library)
Size limits:
Relayto says it supports “large” files, but you’ll want to keep individual uploads below 500MB if you want things to work smoothly. Yes, you can sometimes upload bigger files, but you’re asking for trouble—slow processing, failed uploads, or, worst-case, browser crashes.
Pro tip:
Split monster files (like 800MB PDFs) into smaller chunks if you can. Not only does this speed things up, but it also makes navigating the document less painful for your users.
What doesn’t work:
- Password-protected PDFs — Relayto can’t read them.
- Embedded fonts or weird PowerPoint animations — these can get mangled in conversion.
- Zipped folders — upload each file individually.
2. Prepping Your Documents—Don’t Skip This
You’d be surprised how much time you can save by prepping your files before upload.
Clean up the file
- Flatten your PDFs: Remove unnecessary layers, flatten images, and embed fonts. This avoids rendering glitches.
- Compress images: Giant images slow everything down. Tools like TinyPNG or Adobe’s PDF optimizer help.
- Check for sensitive info: Relayto is secure, but if you’re sharing externally, double-check for stray comments, tracked changes, or personal data.
Name your files clearly
You know how it goes: “Final_final2_v3_REALLYFINAL.pdf.” Don’t be that person.
- Use a clear, consistent naming structure: ClientName_ProjectName_Date_v1.pdf
- Avoid special characters (&, #, %, etc.)—these sometimes break uploads.
Decide on structure
If you’re uploading a multi-section document, consider splitting it into logical parts (like “Overview,” “Pricing,” “Legal”). Easier to update later, and users can jump straight to what they need.
3. Uploading to Relayto—Step by Step
Alright, you’ve got your files prepped. Here’s how to get them into Relayto without drama.
1. Log in and create a new project
- Sign in to your Relayto account.
- Click “Create New Project” (or whatever your workspace calls it).
2. Choose “Upload Document” (don’t drag-and-drop yet)
Go through the guided upload process instead of just dragging files into the browser window. Relayto’s upload wizard is there for a reason—it’ll flag issues with file type or size before you waste 10 minutes waiting for a failed upload.
3. Select your files
- Pick your cleaned-up, well-named files.
- If you’re uploading several, do them one at a time for big files. Batch uploads sometimes choke on large docs.
4. Wait for processing
Relayto converts your files into interactive documents. This can take anywhere from a few seconds to 15+ minutes for huge files. Don’t refresh the page—just let it work.
Pro tip:
For really big uploads, do it during off-peak hours. You’ll get faster processing and fewer errors.
5. Check the preview
Once it’s done, open the document in Relayto’s viewer. Look for: - Missing pages - Garbled formatting - Broken links or images
If something’s off, fix your source doc and upload again. Don’t try to fix it in Relayto—the editing tools are decent, but not meant for deep formatting fixes.
4. Organizing and Managing Your Documents
This is where most teams get sloppy. Don’t just dump files into Relayto and call it a day.
Create folders or sections
- Group files by client, project, or document type.
- Use Relayto’s folder structure or sub-pages to keep things tidy.
Use tags and descriptions
Relayto lets you add tags, summaries, and descriptions. It seems optional, but it’s a lifesaver when you’re searching months later. Think of future-you.
- Tag by status: “Draft,” “Approved,” “For Review”
- Add quick notes: “Updated Q2 pricing on May 10”
Set permissions carefully
Don’t just share everything with everyone. - Use Relayto’s sharing settings to restrict access by team, client, or external partners. - For sensitive docs, require sign-in or use a password.
What to ignore:
Relayto’s “analytics” on document views can be interesting, but don’t obsess over it. Focus on making sure the right people have access to the right files.
Version control
Relayto keeps old versions when you re-upload, but it’s not a full-on version control system. If you need airtight audit trails or rollbacks, keep an offline “master” copy elsewhere (Google Drive, Dropbox, whatever works).
5. Sharing Large Documents Without Headaches
Once your files are in, you need to get them to the right people—without clogging inboxes or causing confusion.
Direct links vs. embedded docs
- Direct links: Easiest way to share. Copy the Relayto link and send it.
- Embedded docs: If your site or intranet supports embedding, Relayto gives you embed codes. Just know that huge docs can slow down your site.
Use access controls
- Only give access to people who actually need it. You can invite by email or set up public/private links.
- Set expiration dates for links if you’re sharing sensitive info.
Mobile access
Relayto documents are mobile-friendly, but huge files can still be slow on spotty networks. Let users know if they’ll need a good connection.
Pro tip:
Send a quick guide or FAQ with your link, especially for big or complicated documents. Saves everyone time.
6. Troubleshooting: What to Do When Stuff Breaks
Even the best tools hit snags with big files. Here’s what usually goes wrong, and what to do about it.
Failed uploads
- Check your file size and type.
- Try splitting the file into smaller chunks.
- Switch browsers—Chrome usually works best with Relayto.
- Clear your cache or restart your browser.
Formatting issues
- Go back to your source doc and fix any weird fonts, text boxes, or images.
- Use standard fonts (Arial, Calibri, Times New Roman). Avoid exotic fonts—they rarely render well.
- Re-upload after making changes.
Slow performance
- Break up huge documents.
- Remove unnecessary images or pages.
- Make sure your internet connection is solid.
Permissions not working
- Double-check sharing settings in Relayto.
- Ask a colleague to test the link and report what they see.
If you’re stuck, Relayto support is responsive—but only if you have a paid plan. Free users, expect slower replies.
7. What Relayto Does Well (and Where It Falls Short)
Works well for: - Quickly turning big, static B2B docs into interactive, shareable links - Keeping documents organized for teams that don’t want to mess with PDFs - Making it easy to update or replace docs without resending files
Not great for: - Detailed version control or workflow automation (use other tools for that) - Editing complex layouts after upload—do it in Word or PowerPoint first - Handling massive video or multimedia libraries
Ignore the hype:
Relayto’s “AI” and analytics features are nice-to-haves, not core reasons to use it. Focus on the basics: upload, organize, share.
Keep It Simple (and Don’t Overthink It)
Uploading and managing massive B2B documents doesn’t have to be a nightmare. Prep your files, upload in chunks, keep your folders clean, and share links with the right people. Relayto is solid for what it does, but it won’t fix sloppy habits or bad file hygiene.
Start simple, fix what’s broken, and iterate as you go. Your future self—and your team—will thank you.