Create a Client Intake Form with File Request Pro
A step-by-step walk through of creating a client intake form with File Request Pro File Request Pro makes it easy for you to create secure client intake forms with file request drag and drop functionality if you need it.
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.
Mortgage Document Collection: Best Practices & Checklist
Gathering mortgage documents and verifying information can cause a lot of back and forth between borrower and broker. It’s often the clunkiest part of the mortgage or loan application process and can prevent you from getting more sales. It can even lose your business, in the case of misplaced files, hacked emails, or confused clients. …
Client Portals and Document Collection for Accountants
As accountants and bookkeepers, you are no strangers to the challenge of managing multiple clients’ documents while staying organized. Every client also comes with plenty of manual processes and manual tasks like meetings, emails, phone calls, and paperwork – all of which can feel overwhelming when it’s time to start your work. Automating manual tasks …
Mortgage Document Portal: Secure Client Document Collection
Running a successful mortgage company requires more than just handing out loans and managing payments – you need to have a secure, organized system that allows customers to access the necessary documentation quickly and efficiently. Documentation collection is one of the most tedious parts of mortgage processing. It can hold up the loan process and …
How to Upload Files to Dropbox Without an Account
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. If you are looking for a way to allow others to upload to Dropbox without an account, you are in the right place. We’ll take …
Google Forms File Upload: How to Enable, Troubleshoot & Fix Greyed Out Issues
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. …
