This feature can be used to request files directly from the client and have them appear directly in the folder after the request has done, so that it's hassle free for you.
To start
File Requests can be found in the sidebar. Here you can see an overview over all your current file requests and their status. Lets start by creating a New file request
Creating a new request
When creating a new file request, you need fill out some basic information.
- Name for the request
- Select the company that you are requesting from
- Select the user you want to request the files from
- Select any due date that is needed. Automatic reminders will be sent out based on this.
- Add a custom message if needed
- Select the folder where you want your files to appear once the request is done
- Create Sections for the users. There are visual drop areas that. See the screenshot below from client point of view
Here you can see an example of what I filled out.
Once your request have been created you will see it in the table like this, with some data and actions.
At this point you can sit back and "relax" and wait for the client to do their thing. You can configure automatic reminders (Settings -> Company), and you can always send out manual reminders if you feel the need.
Customer Point of View
Here is a look at what the customer sees. In this view they have the option to drop the files in the areas you created (it does not affect the folder location, and is purely visual)
Once they have completed uploading the files, they can mark the section as completed and once all sections are completed the request is complete and you will be notified.