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)
Flexible Upload-Page Layouts (Including Multi-Page Forms)
Branding the Document Collection Process
Coaching Intake Form Template: 45 Questions for Life, Executive, Health & Business Coaches
A coaching intake form is an essential tool used by professionals to set the foundation for a successful coaching relationship. It serves as a preliminary questionnaire to gather crucial information about a new client, which can include personal goals, challenges, preferences, and background details.
PBC List Template for Audits
A PBC (provided by client) list tells audit clients which documents to hand over and by when. Here is a template by audit type, plus tips for getting documents on time.
How to Create an Intake Form with Google Forms
Google forms allow you to easily create and share your forms with others and make it easy for them to provide their responses. Responses to Google Forms are stored in a spreadsheet on the Google Sheets app. Google Forms is a great product. It’s free, easy to use, and popular which makes it a good …
Tax Return Checklist for Clients: Documents to Collect
Tax season is always a busy and stressful time around the office. Navigating clients can be tough as well when they don’t want to cooperate, slow down, or don’t respond sincerely. As accountants and bookkeepers, you understand the importance of having a well-planned tax return checklist for clients. Every year thousands of people are at …
OneDrive File Request: How to Request and Upload Files
OneDrive's Request files feature lets people upload to a folder you choose without a Microsoft account. This guide covers what it needs to work and where it falls short.
