Microsoft doesn’t currently support a native form builder for OneDrive or SharePoint that lets you easily collect files and information. Microsoft forms is a versatile form builder that can connect to OneDrive and SharePoint. However, it doesn’t permit external users to upload files.
So what are your options to build a customer-facing form for OneDrive and SharePoint?
Continue reading “Upload files to OneDrive and SharePoint Using Forms”
Google Drive is a great platform for storing, sharing, and synching files across your devices. It doesn’t have a specific file request feature though. So how does Google Drive work for requesting files?
Continue reading “How does Google Drive File Sharing Work for Requesting files?”
Are you fed up with chasing clients for content? Or are projects getting delayed because of missing or incorrect files? Document collection software could be the solution you need.
Continue reading “Document Collection Software (How to Improve your Workflow)”
If you regularly receive large files from clients then you’ll need a way to collect and organize them that is both professional and easy to use. File transfer programs are quick but leave you with hours of work downloading and organizing files. Cloud storage software is strong on organization, but clients often have to have accounts and you can’t white label the client experience. File Request Pro does it all.
Dropbox File Requests provide you with a simple way to collect files from anyone you email or send a link to. 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.
Continue reading “Dropbox File Requests (your questions answered)”
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.
Continue reading “File Request Pro: The Business Alternative to Dropbox File Request”
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)”
