FILE REQUEST PRO FEATURES
Two ways to collect.
Everything in its place.
Collecting client documents is routine. Renaming, filing and chasing them shouldn’t be. See how to keep incoming files organized and follow up automatically.
Upload Pages
One reusable link. Clients send files whenever they need to.
Explore Upload PagesWorkflows
Personal links, deadlines and reminders for the clients you invite.
Explore WorkflowsNot sure? Start with an Upload Page. You can add a Workflow later.
Create your upload page15-day free trial · No credit card required
Upload Pages · Workflows
Files arrive where
your team needs them.
Connect Google Drive, OneDrive, SharePoint or Dropbox. Choose your destination and use client answers to name files and create subfolders automatically.
- A folder for every client, project or monthUse the details you collect to put each upload in the right place.
- File names that make senseTurn “invoice.pdf” into “Acme Studio - September - invoice.pdf” using your naming rules.
- Connected to the rest of your workUse Zapier or webhooks to pass collection data to other tools.
Acme Studio - September - invoice.pdf
Acme Studio - September - receipts.pdf
Your naming rules + your clients’ answers = files ready to use.
Branding: Upload Pages · Workflows
A familiar place
to send you files.
Add your logo and colors, and choose the language your clients see. Give them a familiar place to send documents without creating an account.
- Keep one Upload Page link handyInclude it in your email signature or share it whenever someone needs to send files.
- Collect through your own websiteEmbed an Upload Page so new clients can send documents without leaving your site.
- Your branding on either pathUse the same familiar look on a reusable Upload Page or the personal links sent through a Workflow.
- Your own web addressUse a custom domain or subdomain for your upload page, so clients see an address they recognize.
- Customize your page’s appearanceFine-tune the design with custom CSS.
- Use your own email serverConnect your SMTP server for outgoing emails.
Use an Upload Page for: an upload link on your website, ongoing monthly documents or files from new clients.
Branding options depend on your plan. Compare plans.
Explore branding optionsSend your monthly documents
Upload your invoices and receipts. We’ll take it from here.
One reusable link · No client account needed
Upload Pages · Workflows
The answers you need.
Alongside the files.
Ask for client details, project names and dates as part of the upload. Give each document its own place, with instructions that help clients send what you need.
- Keep files and context togetherAdd text fields, dropdowns, dates and other questions alongside uploads.
- Make document requirements clearName each upload area and set accepted file types and size limits.
- Ask only what appliesShow relevant questions based on earlier answers, so clients skip the details you don’t need.
A little about your business
Shown for limited companies
Client answers can also determine file names and folders.
Workflows
Know who still
owes you files.
When you know who needs to respond, send each client a personal request link. Track their progress together, including clients who haven’t uploaded anything yet.
- A separate request for each clientAdd the people you need documents from and give each request its own deadline.
- Spend less time following upSchedule reminder emails for outstanding requests. Reminders stop when a request is complete.
- See where collection standsCheck each client’s status and progress. Received files follow the naming and folder rules you’ve chosen.
Use a Workflow for: following up with forty clients for year-end documents or collecting an onboarding pack from each new customer.
Explore requests and remindersOne place to check progress
Personal links · Individual deadlines · Scheduled reminders
Upload Pages · Workflows
Make a longer intake
easy to follow.
Keep a short collection on one screen, or break a longer one into clear steps. Both Upload Pages and Workflows can guide clients through questions, documents and tasks.
- Show clients what comes nextA progress sidebar helps them see which steps are finished and what remains.
- Include the tasks around the filesAsk clients to download a document, visit a link or complete an action along the way.
- Let clients finish laterWith Workflows, clients can save their progress and return through their personal request link when the remaining documents are ready.
- Finish with a clear confirmationAdd a sign-off step where clients type their name and confirm they’re done.
- ✓ Business details
- 2 Documents
- 3 Confirmation
STEP 2 OF 3
Your documents
Send the files we need to get started.
Choose the client experience that fits your collection.
Upload Pages · Workflows
Collect with confidence.
Keep a record.
Files are encrypted in transit and at rest. A Data Processing Agreement is available to support your GDPR obligations.
- Look back at collection activityReview page and file activity in the audit log, and export the history as a CSV.
- Choose the right access for your teamUse team permissions to control how colleagues work with your collections.
Feature availability depends on your plan. Compare plans.
Read our security commitmentsA record you can refer back to
-
File uploaded
invoice.pdf
8 September · 09:42 -
File downloaded
invoice.pdf
8 September · 10:15
Collect client files.
Keep them organized.
Start with one Upload Page. Add a Workflow when you need to follow up with specific clients.
Create your upload page15-day free trial · No credit card required
