The File Upload Request feature allows you to securely gather documents within your vault. This guide details how to create and manage both Generic and Specific File Upload Links.

Creating a Generic File Upload:

Step 1: Navigate to the desired folder within the Vault, right-click, and select 'File Upload Request'. Then choose 'Generic File Upload'.

Step 2: Assign a name to your Generic File Requests for easy identification.

Step 3: Remove or update the expiration date, you can also add a password for extra protection. The system won't share this password so you will need to use other method to communicate it to your client.

Email notification: the user that is creating the link will be the user getting the email notification when a person upload a file.

Creating a Specific File Upload Link:

Step 1: Navigate to the desired folder within the Vault, right-click, and select 'File Upload Request'. Then choose 'Specific File Request'.

Step 2: Customize your request:

• Name the Request: Provide a context-specific name.
• List Required Documents: Specify the documents needed. The name you add in this section will be added as a Label for the Document, helping you filter different types of files inside the vault.
• Add Contacts: under - Who are you requesting these document(s) from? Select the individuals from whom you are requesting the documents. You will be able to see all the contact for this vault, add a new contact or add any email address.
• Schedule Requests: you can choose when to send the email, this will allow you to prepare everything before.
• Set reminders and expiration dates.
• Password Protection: Optionally, add a password for additional security. Please be aware that our system will not transmit this password automatically. You must find an alternative method to share it

Step 3: You can copy the link or you can customize the email directly from the system and cc any team member.

Steps for Recipients:

Step 1: Click on the link

Step 2: Enter their name, email, and password if required.

Step 3: Upload the specified documents.

Managing File Upload Requests:

• Shared Tab: Easily view, modify, or delete any file requests from the ‘Shared’ tab in the main menu.
• Folder Levels: Create Upload File Links for Level 2 Company Folders or deeper folders; they cannot be created for parent (Level 1) Company folders.
• Visual Identification: A label will be added to the folder, making it easy to identify folders with an active upload link.
• Manage Links: Links will remain in the system even after expiration. Users can delete the request at any time.
• Managing Requests: All requests can be viewed, modified, or deleted from the ‘Shared’ tab or directly from the folder.