Author: Hannah | FileRequestPro

24/10/202206/03/2023

An Alternative to Salesforce’s Web-to-Case Feature That Supports Attachments

File Request Pro provides you with an easy way to gather support requests from your customers. It is a flexible alternative to Salesforce’s web-to-case feature, supporting attachments and customizations.

Salesforce doesn’t offer a ‘form builder’ feature as such because it doesn’t allow you to build forms as part of the feature. Interested in Salesforce forms? Make sure to check out our article about it.

Use File Request Pro to quickly create one-page or multi-page customer support forms that give your team the information they need to deal with customer problems.

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21/10/202206/03/2023

A Simple, No-Code Alternative to Salesforce’s Web-To-Lead Feature

File Request Pro provides you with an easy way to gather information and documents from leads and your existing clients. It is a simple, no-code alternative to Salesforce’s web-to-lead feature.

Use File Request Pro to create one-page or multi-page upload forms with your company branding using our form builder.

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21/10/202207/09/2023

Salesforce Forms (How to Guide)

Looking to build forms for your clients that are compatible with your Salesforce organization?

You have a number of options, depending on your use case and budget. Salesforce has two basic features for creating specific forms.

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21/10/202211/01/2023

How to Create Simple and Customisable Forms for Salesforce

Creating fillable forms for your Salesforce leads or existing customers is quick and simple with File Request Pro’s Salesforce integration. You can request files, documents, and any other type of content, which is then securely transferred to your Salesforce.org.

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10/02/202205/01/2023

Automating File Requests and Reminders

Create a ‘smart’ automated message sequence for your clients so you don’t have to spend time manually emailing clients about sending you documents.

We’ve made the process as flexible as possible, so it works for you.

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10/02/202205/01/2023

Branding the Document Collection Process

File Request Pro makes it easy for you to brand the entire document collection process, right from the initial file request email to the upload page, reminder emails, and a thank you message.

This way you can keep all content on brand, strengthening your clients’ trust in the document collection process.

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07/02/202220/09/2023

OneDrive File Requests (Your questions answered)

Microsoft OneDrive file requests are a popular feature that provides you with a simple way to collect audio, video, presentations, and documents from anyone within your organization or external to it. It is an ideal way to securely collect large files without having to use file-sharing software.

Here are some commonly asked questions about the OneDrive file request feature, with answers.

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01/02/202205/01/2023

How to create a Know Your Customer (KYC) checklist

Anti-money laundering regulations (AML) are a raft of regulations designed to detect, deter and disrupt criminal activity. Know Your Customer (KYC) checklists are part of AML and are specifically designed to help with customer identification and screening.

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13/01/202205/01/2023

Flexible Upload-Page Layouts (Including Multi-Page Forms)

File Request Pro supports flexible form layouts, so you can design the most appropriate branded upload page for your clients.

Use our classic one-page form so your clients see all questions at once.
Use subheadings to group content together and make it easy for your clients to scan.
Create a multi-page form so clients see a manageable number of questions at once.

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02/12/202105/01/2023

Fileinvite Alternative (The Easy Way to Collect Files and Content)

File Request Pro is an easy-to-use alternative to Fileinvite for collecting and dynamically organizing files and content.
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