Upload Forms
Four easy steps to effortlessly receive files.
Set up a Receive Folder
Find the folder you want to receive files from clients into. Select your new receive folder and customize the settings -- name, URL key, description, password protection.
Customize Your Form
When customers upload files, you can require them to fill out a custom form. Include fields for job number, order number, email address or phone number, or special instructions for handling the uploaded files.
Share the Form to Receive Files
Invite customers to use your form directly from the app, or copy the URL and share to give customers and colleagues access to upload files directly into your file sharing account. You can share the link via email, instant message, or any mobile device messaging app, and receive file from clients instantly.
Embed the Form on Your Site
Embed the form right into your website. Your clients can upload files directly from your site, and you can even get a notification when the file upload is complete.
For more details on how to securely receive files from customers using our website integrations, see the developer section.
Get Files. Get Notified. Track the Data.
Receiving files from customers is just the beginning. We let you know when and what was received.
Notifications Keep You Up-to-Date
No more wondering when you will receive files or waiting to hear from customers that they uploaded the requested documents.
Get notified the instant you receive files from customers or colleagues. Notifications can be set to go to your email or call a third-party service via a webhook.
Who Uploaded What?
View the access logs for a receive folder to see who filled out your receive form, when, and what files were uploaded to the folder.
