DOCUMENT COLLECTION SOFTWARE
Collect the documents.
Keep the work organized.
Give clients a clear place to send documents and answer your questions. Automatically name and organize their files in your cloud storage, with Workflows when you need to track individual responses.
15-day free trial · No credit card required
No client login or app download needed.
Send your onboarding documents
Add your business details and the documents below.
No client account needed.
Illustrative form · Sample data
Replace scattered attachments with a repeatable collection.
A document request often becomes several emails, missing details and a folder full of unclear file names. Ask for the documents and context together, then use a consistent set of filing rules for each collection.
File Request Pro customers
Upload Pages · Workflows
The documents and details belong together.
Add the questions you need alongside file uploads. Use those answers to decide how each file is named and where it goes.
- Tell clients exactly what to sendName each upload area and add instructions, accepted file types and size limits.
- Give longer collections a clear orderUse a short form or guide clients through separate steps for details, documents and confirmation.
- Put files where your team worksConnect Google Drive, OneDrive, SharePoint or Dropbox and organize files by client, project or another form answer.
Files ready for your team
Acme Studio - Business details.pdf
Acme Studio - Supporting documents.pdf
Choose naming and folder rules. Form answers organize each upload.
Two ways to run document collection.
Start with an Upload Page for ongoing collection. Use a Workflow for a list of people you need to follow up with.
UPLOAD PAGES
Share one collection link
Publish or embed an Upload Page that clients can use whenever they have documents to send.
Explore Upload PagesWORKFLOWS
Request documents from specific people
Send each recipient a personal link, set deadlines and schedule reminders for outstanding requests.
Explore WorkflowsBoth support simple or guided forms and automatic file naming and folders.
FROM A FILE REQUEST PRO CUSTOMER
File Request Pro allows us to send our clients a link to upload their documents and creates a folder with their name in our Google Drive. Very simple, clean, and efficient. Works better than when I was using Citrix ShareFile at a fraction of the cost.
Confidential documents, handled with care.
Files are encrypted in transit and at rest. A Data Processing Agreement is available to support your GDPR obligations.
Read our security commitmentsQuestions about document collection software
Can I collect files without connecting a cloud drive?
Yes. You can collect and manage files in File Request Pro. Included storage and file-size limits depend on your plan.
Can I ask questions alongside uploads?
Yes. Use text fields, dates, dropdowns and other questions, including conditional questions that depend on earlier answers.
Are reminders included with every upload link?
Scheduled recipient reminders belong to Workflows. An Upload Page is a reusable link for people to send files whenever they need to.
Can it work with our other tools?
File Request Pro has native cloud-drive integrations, plus Zapier and webhooks for connecting collection data to other tools. Available features depend on your plan.
Make your next document collection easier to manage.
Start with a branded Upload Page and a clear place for each client’s files.
Create your upload page15-day free trial · No credit card required
