DOCUMENT UPLOAD PORTAL

A clear place for clients
to send their documents.

Give clients a branded document upload portal they can use without creating an account. Keep a short collection on one screen or guide them through a longer set of questions and files.

Create your upload pageSee the example

15-day free trial · No credit card required

No client login or app download needed.

Branded Upload Page · Example
NNORTHLINE ADVISORY

Your onboarding documents

Tell us about your business and add the files below.

Business nameAcme Studio
ContactAlex Morgan
Business documentsAdd the documents requested for this step.

No client account needed.

Illustrative form · Sample data

Show clients what to send, one step at a time.

A long email checklist leaves clients switching between instructions and attachments. Put your questions, document requirements and upload areas together so they can see what you need while they respond.

File Request Pro customers

File Request Pro customer logos

Upload Pages · Workflows

Guide the collection from details to documents.

Choose a simple form or a sequence of steps. Both work with a reusable Upload Page or personal requests sent through a Workflow.

  • Make the next step clearUse a progress sidebar to show which steps are finished and what remains.
  • Show only relevant questionsUse conditional questions so clients see the fields that apply to their answers.
  • Keep the result organizedUse form answers in your file names and folders when you connect your cloud storage.
Explore guided forms
Guided document collection · Example
  1. ✓Business details
  2. 2Documents
  3. 3Confirmation

STEP 2 OF 3

Your documents

Send the files we need to get started.

Business documentsAdd the documents requested for this step.

Available with Upload Pages and Workflows.

Share your portal or invite individual clients.

The client experience can be simple or guided with either collection path.

UPLOAD PAGES

A portal link clients can return to

Share or embed an Upload Page for ongoing document uploads and new client enquiries.

Explore Upload Pages

WORKFLOWS

A personal link for each client

Use a Workflow when you need individual deadlines, reminders and a view of who has responded.

Explore Workflows

Both support simple or guided forms and automatic file naming and folders.

FROM A FILE REQUEST PRO CUSTOMER

We've been very happy with the service, and so have our clients. They love the ability to just drag and drop, and to upload multiple files at one time. We've got nothing but positive feedback. We definitely have had a great experience so far.
Marty DrakeThe Compliance Shop

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 commitments

Questions about your document upload portal

Do clients need to log in?

No File Request Pro account is required to upload. Password protection is available if you want an additional access step.

Can the portal use our branding and domain?

Yes. Add your logo, colors and instructions. Custom domains and advanced branding options depend on your plan.

Can clients browse other clients’ files?

An upload page is for submitting files and answers. It does not give visitors access to your cloud folders or other clients’ documents.

Is this a full client collaboration portal?

File Request Pro focuses on document collection, form answers and request tracking. Continue using your existing tools for project management, editing and broader collaboration.

Compare plans and limits

Give clients a clear path through their paperwork.

Create your branded document upload portal and connect the folders your team already uses.

Create your upload page

15-day free trial · No credit card required