Automating manual tasks and and streamlining processes is an essential way for accounting, financial and wealth management companies to stay competitive. This is particularly the case given that the abrupt move to online-only interactions caused by Covid-19 looks set to heavily influence the way we work in future.
In this article we’ll look specifically at how client portals and document collection software can save you time and hassle, improve data hygiene, and ensure your clients’ data stays secure.
Continue reading “Client portals and document collection for accountants (2022 Guide)”
Documentation collection is one of the most tedious parts of mortgage processing. It can hold up the loan process and even cause loan denials if you aren’t careful. If too much time passes or clients just give up, it can leave you with unclosed loans in your pipeline which means a loss of revenue.
Even with a human mortgage processor, there are only so many hours in the day for him/her to get the work done. A processor does more than collect documents too, which means he/she needs to multi-task to get everything done on time, but sometimes it’s too much even for the best processor.
Continue reading “Why you Need Mortgage Document Portal for your Mortgage Company”
Dropbox is a popular file hosting service that you can use to store your own documents and those of other people. You can then access these files on any device. We’ll have a look at how you can invite people to send you files, as well as what this means for your Dropbox experience.
In some cases, Dropbox is not your best choice for collecting and organising files from other people. We’ll cover these circumstances, including a brief guide to alternatives.
Continue reading “Allowing other people to upload to your Dropbox account (a complete guide)”
Microsoft Forms currently does not support file uploads from anonymous users or users external to your organization. File Request Pro solves this problem for you. You can easily create an upload form that natively connects with OneDrive or SharePoint and provides a streamlined experience for you and your customers.
File Request Pro also offers generous file size limits, automated reminders, conditional logic, standalone or embedded upload pages, and the ability to use your own branding and URL. See all product details.
Continue reading “Building a file upload form that natively connects with Microsoft OneDrive and SharePoint”
Google Forms is a great product. It’s free, easy to use and popular. However, accepting attachments or file uploads requires you to use specific settings. If you want to collect files from anyone or allow file uploads without login to google – you’ll need to use file upload software instead that integrates with Google Drive instead.
Here are the 6 steps you need to take to successfully upload files and attachments using Google Forms.
Continue reading “How to upload files using Google Forms”
It’s increasingly common for you to receive large files from customers in electronic format. You might need to collect video, audio, presentations, photos and folders. However, collecting and organising large files is still not straightforward.
It’s easy to get tangled in a complex web of failed emails, frustrated customers and disorganised files.
We’ll look at your options below for receiving large files.
Continue reading “How to receive large files from customers (by email, sharing and uploading)”
Google Drive doesn’t natively support upload forms that can be used by anyone. If you try and add an upload question to a Google Form you will get this message: “Respondents will be required to sign in to Google when file upload questions are added to a form”.
If collecting documents from anyone is important to you, then you’ll need to use third-party software that integrates with Google Drive.
Continue reading “Google Drive Uploader – Building a Drag and Drop Uploader form for Google Drive”
So you wanted to use Google Drive to receive files? Did you found GoFileDrop and you wonder what other alternatives to it there are out there?
Continue reading “GoFileDrop Alternative”
Google Drive is a fantastic, popular tool that lets you collaborate with other Google users using shared folders. However, your clients need a Google account to upload to your Google Drive or to send you a file using Google Forms.
This is why we built File Request Pro. You can continue to use Google Drive for safely storing files and File Request Pro to professionally collect and automate file collection from anyone without them needing an account or to log in to specific software.
Continue reading “Allow Anyone to Upload Files Directly to Your Google Drive”
Squarespace includes a web forms tool called ‘Form Blocks.’ This built-in tool lets you create forms within your admin panel. It doesn’t currently offer you the ability to upload files from customers via a form.
Continue reading “Receive uploaded files in your Squarespace website”