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. …
How to receive large files from customers (by email, sharing and uploading)
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 …
How to Allow Anyone to Upload Files to Your Google Drive
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.
