Are you fed up with chasing clients for content? Or projects getting delayed because of missing or incorrect files? Document collection software could be the solution you need.
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If you regularly receive large files from clients then you’ll need a way to collect and organise them that is both professional and easy to use. File transfer programmes are quick but leave you with hours of work downloading and organising files. Cloud storage software is strong on organisation, but clients often have to have accounts and you can’t white label the client experience. File Request Pro does it all.
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Conditional logic means you can make upload pages as relevant as possible for your individual clients. Depending on their answers, they will see certain questions, or pages, while others will be hidden.
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You can automate file collection with File Request Pro in a few minutes. Files and content from your clients go direct to the correct root folder on your cloud drive, organised into subfolders by whatever form field you choose.
File Request Pro integrates natively with GoogleDrive, Microsoft OneDrive and SharePoint and Dropbox. To integrate with other cloud drives you can use Zapier.
Continue reading “How to dynamically organise your files (in your cloud drive)”
Dropbox File Requests provide you with a simple way to collect files from anyone you email or send a link. They don’t need to have a Dropbox account. However, there is a file limit, you can’t collect emails, and Dropbox brand file requests.
Here are some commonly asked questions about Dropbox File Requests, with answers.
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Dropbox’s File request feature lets you collect files from anyone, even if they don’t have a Dropbox account. However, this ‘add on’ feature can be too basic for business users. File Request Pro provides a professional alternative for content and document collection that integrates with Dropbox.
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Dropbox is primarily a cloud storage service that lets you save files online and sync them to your devices. You can create various documents inside Dropbox, including documents and spreadsheets, but you can’t create a form.
To create a form that synchs with Dropbox you’ll need to use a form builder, upload page software with Dropbox integration, or use an automation tool like Zapier.
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GoDaddy doesn’t have a file upload field that you can add to forms. It mainly supports email marketing collection forms, so for any other type of form you’ll need to use a plugin or software that integrates with GoDaddy websites.
File Request Pro is a file upload tool that integrates with GoDaddy and provides secure and customisable forms with upload functionality.
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Wix has a basic file upload option that you can add to your site. You can access the files in your Media Manager and then download them. If you need to collect files from friends and family this is probably okay. If you need a more professional document collection solution look at file request software that integrates with Wix.
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A digital client intake form is a simple way for you to gather useful information about clients, to ensure you have a practical overview of what your clients need, what their pain points are, and whether your service is suitable for them. Done well, they should streamline your workflow and reduce the amount of non-billable hours you spend onboarding your clients.
Continue reading “Client intake form checklist (for B2B companies)”