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, no matter what device they’re using.

File Request Pro natively integrates with popular cloud drive platforms, so you can automate file collection and reduce errors caused by manual file wrangling.

Easy to use data collection tool

Use File Request Pro to send your clients a link to a branded upload page. They fill in form fields and drag and drop files onto the file dropzone.  Their data is sent over an encrypted connection to your inbox, or straight to your cloud drive, organised by whatever value you choose.

File Request Pro natively integrates with Google Drive, Microsoft OneDrive and SharePoint and Dropbox. You can use Zapier to connect it to thousands of other apps.

List of integrations

Your clients will need an internet connection to send you their data.

Simplify your data collection process in 20 minutes

Although File Request Pro has plenty of granular functionality, we’ve designed it so you can get and and running very quickly.

Sign up for a free trial and select ‘Add new page’. You can connect File Request Pro to your cloud drive with one click.

Customise the upload page as much or as little as you choose. Add your logo and colours, change the microcopy, and specify the page URL. Add form fields, if required. File Request Pro also supports conditional logic, so your clients only see the questions relevant to them.

Example showing text fields for client intake form

Next, add file upload fields.

Examples of file upload fields

 

Embed the upload page in your website, or send clients a link to a standalone page. Your clients’ data will automatically appear in your cloud drive.

Automate low-value data collection jobs

If your team is spending time searching through email threads for client data, manually organising files and chasing clients for content as deadlines approach, then automation will save you hours of time and hassle.

To set up dynamic file organisation connect File Request Pro to your cloud drive (shared or individual) and specify what root folder you want client data to be collected in. Then choose what value you want to use to organise client data. This can be almost anything, although client name is popular, as is a client’s reference number – and you can make this a hidden value, so a client can’t alter it.

You can choose nearly any field that you have added to your upload page to group files by in your cloud drive. In this example, I can choose from three form fields I have added to the upload page.

how you can choose a file upload destination

To automate a sequence of reminder emails, file requests and thank you emails, use our templates. You can add variables like customer name, email and list of files to make the process quicker and more repeatable. You can also specify deadlines.

reminder email template showing variables

Encryption and best practices keep your data secure

If clients are sending you private and confidential data you need to make sure your data collection process is secure and trustworthy. Using unencrypted email or even links to shared cloud folders can be problematic.

In contrast, File Request Pro provides you with a secure way to collect data that is still easy for your clients to use. All our user data is encrypted at rest using AES 256-bit encryption algorithm. Our service is built on cloud service providers like Amazon Web Services (AWS) and Linode, with robust security mechanisms.

illustration showing how File Request Pro works securely

File Request Pro also provides a full history of messages, file uploads and file downloads. Know exactly who, when and from which device each file was uploaded or downloaded.

For detailed information about our security best practices read our security commitments.

Reduce errors and increase the speed of data collection

With File Request Pro you can guide your clients to send you the data you need. Create and customise upload pages to ask for data that fulfils certain criteria. Pre-fill form values to save your clients time and reduce errors using query strings.

Pre fill form values

It is much quicker to use a well-designer user interface to request client data than a more piecemeal process that relies on a lot of back and forth with clients.

Create a data collection process that is repeatable, so you can use it for all your clients, with a few minor tweaks to customise pages for different client verticals.

Interested in trying our File Request Pro – free for 14 days?

Sign up for a free trial and see if File Request Pro is a good fit for your company. Any questions, just give us a shout. We’re always happy to hear feedback as well, so we can continue to improve our product.

Learn more about File Request Pro