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.
Continue reading “Dropbox Forms (How to build a form that syncs back to Dropbox)”
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 customizable forms with upload functionality.
Continue reading “Receive uploaded files in your GoDaddy site”
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.
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 onboard your clients.
Continue reading “Client Intake Form Checklist (for B2B Companies)”
File Request Pro makes it easy for you to create secure client intake forms with file request drag and drop functionality if you need it.
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Client intake forms can be used to collect data and files as part of the onboarding process. They are a simple way to save you time going back and forth with clients to gather key information. They also offer clients a good customer experience at the start of their relationship.
Client intake forms are easy to create using free software. However, form creation is usually the easy bit. What is more difficult is persuading clients to complete and send the forms back to you without time-consuming reminders, reassurance about security, and requests for more information.
Continue reading “How to Create a Client Intake Form (with a high response rate)”
Requesting, collecting and organising electronic files from clients is an increasingly important aspect of running your business. However, it can be hard work. Clients don’t have the same software or cloud storage provider. Email is messy and insecure.
So what is the best software to make the file request process as simple and streamlined as possible? So you can concentrate on your core competencies, and provide a good customer experience? We’ll help you find out.
Continue reading “What is the best software to request files from clients and partner companies?”
Onboarding new clients can be a daunting task for financial services firms. Not only do you have to collect all the necessary information, but you also have to ensure that your processes are smooth and efficient. Fortunately, there are ways to simplify the process and make it less overwhelming for both you and your clients like a bookkeeping client intake form or a customer onboarding template.
Client onboarding should be the least of your worries it should be a repeatable and streamlined process that extracts all the information you need from clients as easily as possible.
That way you don’t get distracted from your core competencies by sending reminder emails, sorting through emails, and searching for attachments. Clients will also have a positive initial experience with your company, and get value from the relationship quicker.
In this article, we’ll look at how you can quickly simplify your client onboarding experience, specifically the document collection process. If you are frustrated with your onboarding process, then now is the time to start improving it.
Continue reading “How to Simplify Client Onboarding for Financial Services Firms”
Are you looking for an easy way to request files from anyone, even if they don’t have a Google Account?
With a Google Drive folder, you can easily make your friends and family, or even professional networks upload files like documents, photos, audio-video, and other types of files with just a few clicks.
Google Drive is a popular cloud storage option that makes it easy for you to store large files without clogging up your phone or computer.
No matter where your team is located or what devices they are using – desktop computers, tablets, or smartphones – everyone can share the same folder on Google Drive to collaborate in real time without having to worry about outdated versions of files.
However, if you want to request files from other people you start running into problems. You can share a folder, but contributors need a Google account. Contributors can also open and see all files in that folder, even using the most restrictive ‘view only’ setting.
Continue reading “Request Files From Anyone Using Google Drive”
This question is popular on the Microsoft Forum, with more than 200 votes and 35 comments. Currently, you’ll need to use some kind of workaround. This can result in a complex dance of file creation, permissions, and client confusion.
Continue reading “How can you request files from external partners using SharePoint?”
