Can I Build a Customer Portal with SharePoint
Customer services portals have really changed the way that businesses interact with their customers. A customer portal has many uses, depending on what you want the portal to achieve. Understanding how to build a customer portal requires a good knowledge of how such portals are used internally for support, and how your customers can benefit …
How to Write a Request Email That Gets a Response, Plus 10 Templates You Can Copy
A step-by-step framework for writing request emails that actually get responses, plus 10 ready-to-use templates for document requests, meeting requests, approvals, feedback, and more.
How to Send Tax Documents Securely to Your Accountant
Tax season is coming! And some people are finishing up their federal and state income tax returns in large numbers. They eventually will complete the paperwork and have it prepared for submission. If you prepare your taxes online or with the help of online accounting, you might be tempted to send tax documents by email. …
An Alternative to Salesforce’s Web-to-Case Feature That Supports Attachments
File Request Pro provides you with an easy way to gather support requests from your customers. It is a flexible alternative to Salesforce’s web-to-case feature, supporting attachments and customizations. Salesforce doesn’t offer a ‘form builder’ feature as such because it doesn’t allow you to build forms as part of the feature. Interested in Salesforce forms? …
A Simple, No-Code Alternative to Salesforce’s Web-To-Lead Feature
File Request Pro provides you with an easy way to gather information and documents from leads and your existing clients. It is a simple, no-code alternative to Salesforce’s web-to-lead feature. Salesforce doesn’t offer a ‘form builder’ feature as such because it doesn’t allow you to build forms as part of the feature. Interested in Salesforce …
Guide to Salesforce Forms for Data Collection
Looking to build forms for your clients that are compatible with your Salesforce organization? You have a number of options, depending on your use case and budget. Salesforce has two basic features for creating specific forms.
How to Create Simple and Customisable Forms for Salesforce
Creating fillable forms for your Salesforce leads or existing customers is quick and simple with File Request Pro’s Salesforce integration. You can request files, documents, and any other type of content, which is then securely transferred to your Salesforce.org.
Accounting Client Onboarding Checklist & Process Guide
A step-by-step guide to building an efficient accounting client onboarding process, from intake forms to document collection checklists.
How to Dynamically Organise Your Files (in your Cloud Drive)
Automating File Requests and Reminders
Conditional Logic (for upload pages)
