Does Share File Send Confirmation of Upload

Enquire a client to ship y'all files over electronic mail and it's merely a matter of fourth dimension before you lot run into issues like file size limits or lose those email attachments in long threads. There are a few other means yous tin request files from clients, and a popular option is to use a shared bulldoze like Dropbox.

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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.

Hither's a step-past-step guide on how to use Dropbox to receive files, a couple of things to keep in heed, and some other option to explore if you're a business looking for a more than powerful file request tool.

How to apply Dropbox file requests

1. How to create a Dropbox file request

Y'all demand a Dropbox business relationship to create a file request. Once yous 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 blueish "new request" button on the right.

A "create new asking" window will pop up asking y'all to fill in some fields.

Here's what to include in your request to make sure you lot go the right files from your clients:

• Title
  This explains what the asking is for and volition be the default name of the folder y'all create within Dropbox.

  It's 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 clarification field in Dropbox is optional, but if y'all desire to spare yourself a whole lot of dorsum and forth when clients transport you lot the wrong files, we recommend filling it out with detailed instructions. The more specific, the better!

  You can specify things like:
  - file blazon (PNG, not JPEG for instance)
  - epitome size (minimum and maximum pixels)
  - photo orientation (portrait vs landscape)
  - a descriptive note like "make sure we can encounter your shoulders in the headshots."

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

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

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

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

  When yous cheque the box, the window will aggrandize to bear witness you three more fields.

  Select your deadline date and deadline time past clicking on the downwards arrows side by side to each field.

  Yous tin can then choose whether or not y'all want to allow tardily uploads past that deadline, and if then, how many days late yous will accept the file request.

In one case you lot accept your fields field in and your options selected, click the bluish "create" push button.

You'll receive an automatic email from Dropbox confirming y'all've created a file request and giving y'all the option to preview it if you'd like. This is what it will expect like.

2. How to share a Dropbox file request

One time you have your new file request set up, a window will pop up titled "share file asking".

In the "add a message" infinite, you can add together in an optional message for your clients. Y'all might want to include one if your client isn't familiar with Dropbox still and you want to let them know this electronic mail is coming from you.

Then, yous can share the file request in one of ii ways:

• Email
  In the "to" field, you can type in your clients email accost.
• Share a file request link
  Under "share a link instead" yous'll encounter a long car-generated link that sends visitors directly to your file request.

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

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

Click the blueish "share" push to send off your file asking via electronic mail, or the white "done" button to close the window after you've copied the Dropbox file request link to your clipboard.

How to modify a Dropbox file request

Create a file request and realize you totally screwed upward with embarrassing typos, forgot to add together in the about of import spec, or completely blanked on sending it to some other member on your clients' team? Whoops!

Don't worry, you tin all the same edit your file request even if you've closed off the file request window.

Here's how to change your Dropbox file request:

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

You lot will see a list of your "open up" and "airtight" requests.

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

You lot will take the options to:

• Copy link
  When yous click this, the link to your file request will get copied to your clipboard again. You lot will run across a small black window popular upwardly at the bottom of your screen confirming it has been copied to the clipboard.
• Share
  Click here to re-share your request, or share it with more contacts. The aforementioned "share file request" window will pop up over again request you to share by e-mail or link.
• Edit
  This is where you can edit your original file request including the title, description, and deadline.
• Close
  If you no longer need to receive files for your file request, selecting "close" will close the request, and movement it to the "closed" tab of your file requests.
• Re-open up (on the airtight requests tab)
  If you'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 up".

This will open your file request over again, and movement it to the "open" tab of your file requests.

How to upload files to a Dropbox file asking

Now let'south take a expect at how this all works on your clients' side.

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

Whether they click the blue push in the email or admission the link you sent over elsewhere, they'll come across your file request complete with the title the clarification you wrote in. It'll look like this:

Your client tin now upload to your file asking by clicking on the "add files" button. Information technology will give them the selection to search for and upload:

• Filed from their computer
• Folders from their computer
• Files or folders from their own Dropbox if they have an account

They can besides drag and drib files from their computer over the Dropbox window.

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

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

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

Should they have missed a file, they still get the selection to upload more files.

They'll also go an email confirming what they uploaded.

How to view files from a Dropbox file asking

Once your client uploads their files to your file request, you'll get an email from Dropbox letting you know. Information technology'll look like this and will invite you to view the files:

And boom! You'll see a list of the files your client has uploaded on your file request page.

Once yous're in in that location, in that location are a couple of actions yous can have by clicking on the three dots on the far right.

Y'all can:

• Share
  Share this file with someone else on your squad, again via electronic mail or link.
• Download
  Select a location on your computer that you want to relieve the file to.
• Send with transfer
  Dropbox transfer lets yous securely transfer large files to anyone and confirm delivery. Offered as an upgrade option, Dropbox lets you try this feature for free.
• Add together a annotate
  This will open up upwardly a new window next to the file and give yous a space to leave a comment. You might use this space to say something like "Got information technology, cheers!", or mention an issue with the file "Non sure this is the right one?".

  When you leave a comment, it will notify your uploader.

• Star
  Add a star next to the file or folder for like shooting fish in a barrel finding later.
• Version history
  This will evidence you a history of versions of the file too as when it was uploaded. It volition come in handy if you've had to inquire your customer for multiple uploads to make corrections.
• Rename
  You can rename the file if you lot want to format information technology in a dissimilar way than your client has. For example, if your client had the file proper name as random numbers like 4566870, you might alter information technology to "Headshot_team member name_date" to stay organized.
• Move
  Movement the file or folder elsewhere in your Dropbox
• Re-create
  Copy over the file or folder elsewhere in your Dropbox.

Dropbox limitations to consider

Compared to another shared drives, nosotros think Dropbox is really not bad for receiving files because it has a simple interface, doesn't require uploaders to accept a Dropbox account, and has a specific file request feature.

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

• Approving or rejecting files takes some manual work
  Although Dropbox has a comments feature where you can leave feedback on uploaded files, it doesn't give you the option to easily corroborate or pass up the uploaded file.

  If a customer uploads the wrong version of a file, you'll have to exit them a annotate and promise your client notices Dropbox's automatic email with your annotate, or take matters into your own easily and follow up with the customer over e-mail. Chip of a time-waster.

• No built-in checklists
  Some other limitation of Dropbox is that it doesn't take checklist features where you can check items off a checklist as the files come in. Even though you encounter when a client has uploaded content, you can't meet what's outstanding.
• No email reminder schedules
  Dropbox will send your clients an email letting them know when a request has been created. But later on that, information technology won't necessarily follow up regularly. This again requires you to utilize email to remind or follow up with your clients.
• No text inputs
  Shared drives similar Dropbox are made for people to upload documents and images. Information technology falls short when information technology comes to collecting text responses. Allow'due south say you lot want a client to complete a class, then Dropbox isn't the best solution for that.
• Storage limits and file size limits
  Another matter to keep in mind is what limits come with your Dropbox plan. Dropbox's free plan starts you up with 2GB of gratuitous storage, from in that location, yous can upgrade to different subscription options for individuals and for businesses, some plans of which offering unlimited storage.

  So if you're going with a free or cheaper plan, you lot'll want to stay on top of cleaning up your files and deleting those you no longer need to make sure you still have the space to collect files.

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

A Dropbox file asking alternative

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

We congenital Content Snare to overcome the most common limitations of shared drives and traditional forms. Here are some features of the platform that will brand your life easier when it comes to requesting files:

• Upload a combination files and text data
  There'south no need to rely on 1 platform for files and images, and another for text. Content Snare can exist used to collect both types of content. When you set up a request, you lot can inquire for a combination of text, images, video, y'all proper name it.
• Keep track of files with checklists
  If y'all're a dandy freak like we are, and then you'll love Content Snare's built-in checklists that you can create as you lot fix up your asking. Rather than creating your own excel sheet or jotting information technology all down on newspaper, you can but check content off the listing every bit it comes in, and be able to see what's still missing in a glimpse.

• Approve or pass up files as they come in
  Rather than dropping clients a comment or sending followup emails, Content Snare lets you approve or reject files as they come in. This will save y'all endless time going back and along with your clients.

• Automatic and scheduled electronic mail reminders
  Nosotros mentioned how Dropbox sends out an initial email merely won't necessarily transport regular email reminders to clients. When you use Content Snare, y'all tin set up fourth dimension periods where the platform will do the piece of work to remind your clients to send over their content.

  Since you can normally spend a good 10 minutes at a time on reminding clients over email, this is another huge fourth dimension saver when you add together it all up!

• Clients don't demand an account to upload
  Last but not least, nosotros've fabricated life easier for your customer also and removed any annoying barriers past making sure they can upload to Content Snare without having a Content Snare account.Yes!

If you're thinking nearly switching to Content Snare and have any questions, drop us a annotate and we'll be sure to answer.

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

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

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

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