Free KYC Form Template & Checklist (Know Your Customer / Know Your Client)
Anti-money laundering regulations (AML) are a raft of regulations designed to detect, deter and disrupt criminal activity. Know Your Customer checklists are part of AML and are specifically designed to help with customer identification and screening.
Fileinvite Alternative (The Easy Way to Collect Files and Content)
File Request Pro is an easy-to-use alternative to Fileinvite for collecting and dynamically organizing files and content.
Best Form Builders And Alternatives To File Request Pro
First of all, what is a form builder and why do I need to use one? Users can construct unique forms for their websites using a top forms builder. Online form builder software is becoming easier, quicker, and more accessible on web development platforms. File Request Pro is part form builder, part automation tool, and …
How does Google Drive File Sharing Work for Requesting files?
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?
Best Document Collection Software: Top Tools Compared
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.
Dropbox File Requests: The Ultimate Guide (2026)
Dropbox File Requests make collecting files easy and organized. Instead of sending attachments by email, anyone can upload files directly to your Dropbox. This feature is especially useful for projects, events, or any scenario where multiple files are needed from various people. To use Dropbox File Requests, simply create a request and share the link. …
Client Intake Form Template & Checklist
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 …
Best Software to Request Files from Clients
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 …
Microsoft Forms File Upload: Limits, Greyed Out Fix & External Users
Microsoft Forms allows users to collect data efficiently, but a common question arises regarding file uploads from outside the organization. This feature, essential for gathering documents from external partners or clients, is easy to enable yet often misunderstood.
Google Drive File Request: How to Request and Collect Files
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 …
SharePoint File Request: How to Collect Files from External Users
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.
A Comprehensive Guide on How To Collect Video Submissions
Although smartphones and modern software make it easy for almost anyone to create and store videos, it’s still very challenging trying to collect large files. Without a good system in place, your video applications and promotional material will end up scattered across a variety of places, programmes, and formats — some more secure than others.
