Customise file upload forms
Create a consistent client experience that reassures clients and accelerates file collection
Add your own branding
Add your own logo and company colours to the upload page. Choose your language. Make more detailed UI changes using CSS.
Embed on your website
Provide a seamless experience for clients. Send them to your own website to upload files and sensitive information. Cut and paste two lines of code to embed your upload page (or upload pages).
Use your own url
Use a sub-domain or custom URL for your upload page. You can even use your custom SMTP server for outgoing communications.
Read more about branding your document collection process.
Collect answers along with the files
Build the whole request as one form: questions, multiple file drop zones, and logic that only asks what's relevant. Every submission arrives complete the first time.
Add form fields
You can collect almost any type of information from your clients using these fields: text, phone, email, URL, checkbox, dropdown, date, and more. Export data to excel, your inbox or to a text file.
Request multiple files
You can easily collect multiple files from clients by using multiple file drop zones. Each zone has its own name and description to guide your clients. You can also set up constraints, such as file type and size. If your customer wants to upload a folder, that's fine too.
Use conditional logic
Hide and show form fields depending on user input. Only show your clients relevant questions and improve their user experience. Read more about conditional logic.
Automate requests, reminders and email workflows
One email engine behind every page: request, chase, notify your team, and branch on client answers.
Personalised requests, automatic reminders
Use variables like {contact_firstname} so you never write the same email twice, and let a reminder sequence chase clients for you. Reminders stop automatically when clients respond.
Notify your team, follow up on time
Send internal alerts to yourself or a colleague when a client submits or a status changes, and time client follow-ups around due dates. Variables fill in names, answers, and the items a client still owes you.
Branch on client responses
Set rules so different answers trigger different emails. A sole trader and a limited company each get the right next steps, without you sorting them by hand.
Approve or reject
As part of your quality assurance process, approve, download or reject uploaded files. If you reject content, include a message specifying why. Please note, this feature does not work if you connect your account to your cloud drive.
Organise files and connect apps
Automatically send uploaded content to your favourite storage apps and streamline your document collection process.
Native integration with cloud storage apps
File Request Pro natively connects with Google Drive, Dropbox, SharePoint and OneDrive. Set up takes 2 minutes. Files are automatically sent to a folder or subfolder of your choice.
Zapier integration and Webhooks API
Use our Zapier integration to send data to thousands of different apps. Use a webhook to add a new row in an Excel or Google Sheet, send your data to your CRM, create a notification in Slack, SMS, and Microsoft Teams, and many more actions.
Dynamic file organisation in your cloud drive
Files and content from your clients go direct to the correct root folder on your cloud drive, organised into subfolders by whatever form field you choose. You can also build file naming templates from form answers, so files arrive already named, like "Acme Corp - W9.pdf". Save hours of your time manually organising and renaming files. Read more about dynamic file organisation.
Create flexible layouts and guided checklists
Create upload page layouts that guide your clients from start to finish.
Guided checklist with a progress sidebar
Turn a long request into clear steps. A sidebar walks clients through each step and shows live completion status, so they always know what is done and what is left.
Add task steps, not just questions
Ask clients to visit a URL, download a file, or complete an action, and track each step on its own. This works well for onboarding where uploading files is only part of the job.
Sign-off at the end
Finish with a sign-off step. The client types their name and confirms everything has been submitted, giving you a clear record that they are done.
Read more about guided client onboarding checklists, or see the other flexible upload-page layouts.
Security & compliance
Keep a clear record of who did what, and control who on your team can see it.
Full audit trail
Every action on a file or page is recorded with the date, the person, their IP address and browser. That includes uploads from clients who never sign in, and actions the system takes automatically.
Export the full history
Download the complete activity history as a CSV in one click, ready for a compliance review or an audit.
Team roles
Give each team member the right level of access with read-only and admin roles.
Read more about the document audit trail.
Simplify your document collection
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