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.
OneDrive File Requests – How to request files with One Drive
Microsoft OneDrive file requests is a popular feature that provides you with a simple way to collect audio, video, presentations and documents from anyone within your organisation 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.
Continue reading “OneDrive File Requests – How to request files with One Drive”
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.
Continue reading “How to create a Know Your Customer (KYC) checklist”
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 organising files and content.
Continue reading “Fileinvite alternative (the easy way to collect files and content)”
Alternatives to File Request Pro
File Request Pro is part form builder, part automation tool and part file upload software. Although it has plenty of granular functionality, it is quick to set up and use. As such, it can be categorised as ‘lightweight’ software. It seeks to work with your existing tools rather than to replace them.
Here are the best alternatives to File Request Pro for the following use cases.
Simple and flexible data collection software (for electronic files)
File Request Pro is lightweight data collection software that you can use to collect videos, images, GPS co-ordinates and spreadsheets. It is particularly useful for securely collecting and organising client data, without them needing to log in or use a specific device.
File Request Pro natively integrates with popular cloud drive platforms, so you can automate file collection and reduce errors caused by manual file wrangling.
Continue reading “Simple and flexible data collection software (for electronic files)”
Upload files to OneDrive/SharePoint (Microsoft Forms alternatives)
You can’t upload files to Microsoft Forms from people outside the organisation. There’s no sign at the moment of this feature being added to the development pipeline. Microsoft Forms also offers quite a basic form building experience.
So what are your alternatives to using Microsoft Forms? Preferably options that send files and content direct to OneDrive or SharePoint?
Continue reading “Upload files to OneDrive/SharePoint (Microsoft Forms alternatives)”
How does Google Drive file sharing work for requesting files?
Google Drive is a great platform for storing, sharing and synching files across your devices. It doesn’t have a specific file request feature though. So how does Google Drive work for requesting files?
Continue reading “How does Google Drive file sharing work for requesting files?”