Microsoft Power Automate (formerly know as Microsoft Flow) enables File Request Pro to send your submissions data to other applications via Webhooks.
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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.
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.
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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Conditional Logic (for upload pages)
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.
How to Dynamically Organise Your Files (in your Cloud Drive)
You can automate file collection with File Request Pro in a few minutes. Files and content from your clients go directly to the correct root folder on your cloud drive, organized 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)”
