Can a Dropbox Customer Let Someone Upload Files to Their Account

Ask a client to send you files over email and it's just a affair of fourth dimension before you meet problems like file size limits or lose those electronic mail attachments in long threads. There are a few other ways you can request files from clients, and a popular selection is to use a shared drive like Dropbox.

Ditch the endless email threads

Spare yourself the time wasted searching for attachments deep in your lengthy e-mail threads. When yous apply Content Snare, clients can upload large files to you directly through the platform.

Get-go your trial here

What is a Dropbox file request?

Dropbox file requests are an easy way to receive large files from your clients. The Dropbox feature is easy for your clients to use, and doesn't require them to have a Dropbox account to submit files.

Here's a step-by-stride guide on how to use Dropbox to receive files, a couple of things to go along in mind, and another option to explore if you're a business looking for a more powerful file request tool.

How to use Dropbox file requests

i. How to create a Dropbox file asking

You need a Dropbox account to create a file request. Once you sign up for an account, log in to your Dropbox account.

Under the "files" heading on the left sidebar of the home folio, select "file requests".

On the new file requests page, click the blue "new request" button on the right.

A "create new asking" window will pop up asking you to fill up in some fields.

Here'southward what to include in your request to make sure you get the right files from your clients:

• Championship
  This explains what the asking is for and volition be the default proper name of the folder you create inside Dropbox.

  It'due south not a bad idea to be specific with this name to stay organized. If you're requesting headshots, for example, name it "Headshot Photos, August 2020".

• Description
  The description field in Dropbox is optional, just if you desire to spare yourself a whole lot of back and along when clients send y'all the wrong files, we recommend filling it out with detailed instructions. The more specific, the better!

  You can specify things like:
  - file type (PNG, not JPEG for example)
  - image size (minimum and maximum pixels)
  - photo orientation (portrait vs mural)
  - a descriptive annotation like "make sure we can see your shoulders in the headshots."

• Folder for uploaded files
  This tells you where your clients files will go once they submit them.

  Dropbox selects "file requests" as the default binder, but y'all can select a different Dropbox binder manually if you click on "change folder".

• Set a borderline
  Another optional characteristic with Dropbox is setting a deadline.

  Activate this feature by checking the "fix a deadline" box.

  When you check the box, the window will expand to show you 3 more fields.

  Select your deadline engagement and deadline time by clicking on the downwards arrows next to each field.

  You tin can then choose whether or not you lot want to allow late uploads past that borderline, and if and so, how many days tardily you will accept the file request.

Once y'all take your fields field in and your options selected, click the blue "create" button.

You'll receive an automatic e-mail from Dropbox confirming you've created a file request and giving you the option to preview information technology if you lot'd like. This is what it will look like.

two. How to share a Dropbox file request

Once you have your new file request ready, a window will pop upwards titled "share file asking".

In the "add a bulletin" space, you can add in an optional message for your clients. You lot might desire to include one if your client isn't familiar with Dropbox yet and you want to let them know this email is coming from you.

Then, you can share the file asking in one of two ways:

• Email
  In the "to" field, you tin type in your clients email accost.
• Share a file request link
  Under "share a link instead" you'll see a long motorcar-generated link that sends visitors direct to your file request.

  To utilise this link, click the white "re-create" button and the link will go copied to your clipboard.

  Y'all may want to share through the link instead if you plan on contacting your client or uploader via another platform similar Slack or Asana.

Click the blue "share" button to send off your file asking via email, or the white "done" button to shut the window after you lot've copied the Dropbox file asking link to your clipboard.

How to alter a Dropbox file request

Create a file request and realize you totally screwed up with embarrassing typos, forgot to add in the most important spec, or completely blanked on sending it to some other member on your clients' squad? Whoops!

Don't worry, you can still edit your file request even if you've airtight off the file request window.

Here's how to alter your Dropbox file asking:

Render to the "file requests" page in the Dropbox sidebar.

Yous will encounter a list of your "open up" and "airtight" requests.

Click on the three dots at the very end of the folder (or requests) row on the right.

You will have the options to:

• Copy link
  When you click this, the link to your file asking volition become copied to your clipboard over again. Y'all will see a pocket-sized black window pop upward at the lesser of your screen confirming it has been copied to the clipboard.
• Share
  Click here to re-share your request, or share information technology with more contacts. The same "share file request" window will pop upward again request you lot to share past email or link.
• Edit
  This is where y'all tin can edit your original file asking including the title, clarification, and deadline.
• Close
  If you no longer need to receive files for your file request, selecting "close" will shut the request, and move information technology to the "airtight" tab of your file requests.
• Re-open (on the closed requests tab)
  If you lot're wondering how to reopen a closed Dropbox file request, select the "airtight" tab on your file requests page.

  Click the three dots at the end of the row.

  Select "re-open".

This volition open up your file request once again, and motility it to the "open up" tab of your file requests.

How to upload files to a Dropbox file asking

Now let'south have a look at how this all works on your clients' side.

If you've sent your client the request via email, they'll receive an electronic mail from Dropbox that looks similar this:

Whether they click the blue button in the email or access the link you sent over elsewhere, they'll see your file asking complete with the title the description you wrote in. Information technology'll wait like this:

Your client tin can at present upload to your file asking by clicking on the "add together files" push. Information technology will give them the pick to search for and upload:

• Filed from their estimator
• Folders from their estimator
• Files or folders from their ain Dropbox if they have an account

They tin also elevate and drop files from their computer over the Dropbox window.

Once your client has selected their files, the window will look like this:

While they won't need a Dropbox account to upload files, they will need to leave a name and email accost in the field at the bottom.

One time they hit the blue "upload" button, they'll become a confirmation that their files went through.

Should they take missed a file, they nonetheless get the choice to upload more files.

They'll also go an e-mail confirming what they uploaded.

How to view files from a Dropbox file request

Once your customer uploads their files to your file request, you'll get an email from Dropbox letting y'all know. It'll await like this and will invite you lot to view the files:

And smash! You'll come across a list of the files your customer has uploaded on your file request page.

Once you lot're in there, there are a couple of deportment you can accept by clicking on the three dots on the far right.

Yous can:

• Share
  Share this file with someone else on your squad, again via email or link.
• Download
  Select a location on your computer that you want to salve the file to.
• Send with transfer
  Dropbox transfer lets yous deeply transfer large files to anyone and confirm delivery. Offered as an upgrade pick, Dropbox lets yous try this feature for free.
• Add a comment
  This will open up a new window side by side to the file and give y'all a space to go out a annotate. Yous might utilize this space to say something like "Got it, thanks!", or mention an outcome with the file "Not certain this is the right one?".

  When y'all leave a annotate, it volition notify your uploader.

• Star
  Add a star side by side to the file or binder for like shooting fish in a barrel finding later.
• Version history
  This will prove you a history of versions of the file as well equally when it was uploaded. It will come in handy if you lot've had to ask your client for multiple uploads to make corrections.
• Rename
  You can rename the file if you lot want to format information technology in a different mode than your client has. For example, if your client had the file name as random numbers like 4566870, you might change it to "Headshot_team member name_date" to stay organized.
• Movement
  Move the file or folder elsewhere in your Dropbox
• Copy
  Copy over the file or folder elsewhere in your Dropbox.

Dropbox limitations to consider

Compared to some other shared drives, we call up Dropbox is really neat for receiving files because it has a simple interface, doesn't require uploaders to have a Dropbox account, and has a specific file request feature.

There are a few things to keep in mind if you want to use Dropbox to receive files though:

• Approval or rejecting files takes some manual piece of work
  Although Dropbox has a comments characteristic where you tin can leave feedback on uploaded files, it doesn't give you the option to easily approve or reject the uploaded file.

  If a client uploads the wrong version of a file, you'll accept to leave them a comment and promise your client notices Dropbox's automated email with your comment, or take matters into your ain easily and follow up with the client over email. Chip of a fourth dimension-waster.

• No built-in checklists
  Another limitation of Dropbox is that it doesn't take checklist features where you lot tin can bank check items off a checklist equally the files come in. Even though you run into when a client has uploaded content, y'all can't run across what's outstanding.
• No electronic mail reminder schedules
  Dropbox will send your clients an e-mail letting them know when a request has been created. But later on that, it won't necessarily follow up regularly. This again requires you to employ email to remind or follow up with your clients.
• No text inputs
  Shared drives similar Dropbox are fabricated for people to upload documents and images. Information technology falls short when it comes to collecting text responses. Let's say you want a client to complete a form, so Dropbox isn't the best solution for that.
• Storage limits and file size limits
  Another matter to continue in mind is what limits come with your Dropbox program. Dropbox's free program starts you lot upwardly with 2GB of free storage, from there, you lot tin upgrade to different subscription options for individuals and for businesses, some plans of which offering unlimited storage.

  And so if you're going with a gratis or cheaper program, you'll want to stay on top of cleaning up your files and deleting those you no longer need to make sure you yet have the infinite to collect files.

  Compare Dropbox storage and pricing to other shared folder options hither.

A Dropbox file request alternative

If you're worried most any of these Dropbox disadvantages, then you lot might want to consider another, more all-encompassing tool for collecting files. And you betcha, it'south our very own!

We built Content Snare to overcome the near common limitations of shared drives and traditional forms. Here are some features of the platform that volition make your life easier when it comes to requesting files:

• Upload a combination files and text data
  There's no need to rely on ane platform for files and images, and another for text. Content Snare tin be used to collect both types of content. When yous set up a request, y'all can inquire for a combination of text, images, video, you name it.
• Proceed track of files with checklists
  If you're a keen freak like we are, then you'll love Content Snare's built-in checklists that you tin create equally you set upward your request. Rather than creating your own excel sheet or jotting information technology all down on newspaper, you can merely check content off the list every bit it comes in, and exist able to meet what'due south still missing in a glimpse.

• Approve or reject files as they come in
  Rather than dropping clients a comment or sending followup emails, Content Snare lets you corroborate or reject files as they come up in. This will salvage yous countless time going back and forth with your clients.

• Automatic and scheduled email reminders
  We mentioned how Dropbox sends out an initial electronic mail but won't necessarily send regular electronic mail reminders to clients. When you lot utilise Content Snare, y'all tin can set up fourth dimension periods where the platform volition practice the piece of work to remind your clients to send over their content.

  Since yous can usually spend a good 10 minutes at a time on reminding clients over electronic mail, this is another huge fourth dimension saver when you add it all upwards!

• Clients don't need an account to upload
  Last just non least, we've made life easier for your client as well and removed whatever annoying barriers past making sure they can upload to Content Snare without having a Content Snare account.Aye!

If yous're thinking about switching to Content Snare and take any questions, drop u.s. a comment and nosotros'll be sure to respond.

Manage your unabridged file request process with an all-in-one tool

Content Snare helps yous asking files, send out reminder emails, approve or reject client files, and stay organized with a checklist.

Start your trial here

evansreplignigh.blogspot.com

Source: https://contentsnare.com/dropbox-file-request/

Share this post