Can Uploading to Dropbox Change a File?

Ask a client to transport y'all files over e-mail and information technology'due south just a matter of time earlier you meet bug like file size limits or lose those email attachments in long threads. There are a few other ways y'all tin can request files from clients, and a popular option is to utilise a shared bulldoze like Dropbox.

Ditch the endless electronic mail threads

Spare yourself the time wasted searching for attachments deep in your lengthy email threads. When you utilize Content Snare, clients can upload large files to you direct through the platform.

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What is a Dropbox file request?

Dropbox file requests are an easy way to receive big files from your clients. The Dropbox characteristic is piece of cake for your clients to use, and doesn't crave them to have a Dropbox business relationship to submit files.

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

How to use Dropbox file requests

1. How to create a Dropbox file request

You need a Dropbox business relationship to create a file asking. Once yous sign upward for an account, log in to your Dropbox account.

Under the "files" heading on the left sidebar of the dwelling page, select "file requests".

On the new file requests page, click the blueish "new asking" button on the right.

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

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

• Title
  This explains what the request is for and will exist the default name of the folder you create inside Dropbox.

  It's non a bad idea to be specific with this proper noun to stay organized. If you're requesting headshots, for example, name it "Headshot Photos, August 2020".

• Clarification
  The description field in Dropbox is optional, simply if you lot want 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 improve!

  Yous can specify things like:
  - file type (PNG, not JPEG for example)
  - image size (minimum and maximum pixels)
  - photo orientation (portrait vs landscape)
  - a descriptive note like "brand sure we tin can meet your shoulders in the headshots."

• Folder for uploaded files
  This tells you where your clients files volition get one time they submit them.

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

• Ready a deadline
  Some other optional feature with Dropbox is setting a deadline.

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

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

  Select your borderline engagement and deadline fourth dimension past clicking on the downwards arrows next to each field.

  You tin can then choose whether or not you want to permit late uploads past that deadline, and if so, how many days late you will accept the file asking.

Once you accept your fields field in and your options selected, click the blue "create" push.

You'll receive an automatic email from Dropbox confirming yous've created a file request and giving you the choice to preview it if you'd similar. This is what it will wait like.

2. How to share a Dropbox file request

In one case y'all have your new file asking prepare upward, a window will pop up titled "share file request".

In the "add a bulletin" space, you lot tin add in an optional bulletin for your clients. Yous might want to include 1 if your customer isn't familiar with Dropbox notwithstanding and yous want to allow them know this email is coming from yous.

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

• E-mail
  In the "to" field, you can type in your clients email address.
• Share a file request link
  Under "share a link instead" you lot'll see a long auto-generated link that sends visitors directly to your file request.

  To utilize this link, click the white "copy" button and the link will go copied to your clipboard.

  You may desire to share through the link instead if y'all programme on contacting your client or uploader via another platform like Slack or Asana.

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

How to modify a Dropbox file request

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

Don't worry, you can notwithstanding edit your file request even if yous've closed off the file request window.

Here's how to alter your Dropbox file request:

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

Yous volition see a list of your "open up" and "closed" 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:

• Re-create link
  When you click this, the link to your file asking will get copied to your clipboard again. You will encounter a pocket-size black window pop upwardly at the lesser of your screen confirming information technology has been copied to the clipboard.
• Share
  Click here to re-share your request, or share it with more contacts. The same "share file asking" window will pop up again asking you to share by email or link.
• Edit
  This is where you lot can edit your original file request including the title, description, and deadline.
• Close
  If you no longer need to receive files for your file asking, selecting "shut" will close the asking, and motility information technology to the "airtight" tab of your file requests.
• Re-open (on the closed requests tab)
  If you're wondering how to reopen a closed Dropbox file asking, select the "closed" tab on your file requests page.

  Click the three dots at the finish of the row.

  Select "re-open up".

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

How to upload files to a Dropbox file request

Now permit's take a look at how this all works on your clients' side.

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

Whether they click the blue push button in the email or access the link you sent over elsewhere, they'll come across your file request complete with the title the description y'all wrote in. It'll look similar this:

Your client can at present upload to your file asking by clicking on the "add files" push. It will give them the choice to search for and upload:

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

They can besides drag and drop 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 business relationship to upload files, they will need to leave a name and e-mail address in the field at the bottom.

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

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

They'll also become 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 expect like this and will invite you to view the files:

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

Once you're in there, at that place are a couple of deportment you can accept past clicking on the three dots on the far right.

You can:

• Share
  Share this file with someone else on your squad, again via electronic mail or link.
• Download
  Select a location on your reckoner that you lot want to salvage the file to.
• Transport with transfer
  Dropbox transfer lets y'all securely transfer large files to anyone and ostend delivery. Offered equally an upgrade choice, Dropbox lets you try this feature for free.
• Add together a comment
  This will open up a new window next to the file and give you a space to leave a comment. You might utilize this space to say something similar "Got information technology, thanks!", or mention an effect with the file "Non certain this is the right ane?".

  When you leave a comment, information technology will notify your uploader.

• Star
  Add a star next to the file or binder for easy finding subsequently.
• Version history
  This will bear witness you a history of versions of the file as well every bit when it was uploaded. It will 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 want to format it in a different way than your customer has. For example, if your client had the file name as random numbers like 4566870, you might modify it to "Headshot_team member name_date" to stay organized.
• Move
  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 think Dropbox is really keen for receiving files because information technology has a uncomplicated interface, doesn't crave uploaders to have a Dropbox account, and has a specific file request feature.

There are a few things to continue in heed if yous desire to use Dropbox to receive files though:

• Blessing or rejecting files takes some transmission work
  Although Dropbox has a comments characteristic where you tin can leave feedback on uploaded files, it doesn't give you the selection to hands corroborate or reject the uploaded file.

  If a client uploads the incorrect version of a file, you'll have to leave them a comment and hope your client notices Dropbox's automatic email with your comment, or have matters into your own hands and follow up with the customer over email. Bit of a fourth dimension-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 see when a customer has uploaded content, you lot tin't run across what's outstanding.
• No e-mail reminder schedules
  Dropbox will send your clients an electronic mail letting them know when a request has been created. But after that, it won't necessarily follow up regularly. This again requires you to apply electronic mail to remind or follow upward with your clients.
• No text inputs
  Shared drives like Dropbox are fabricated for people to upload documents and images. It falls short when it comes to collecting text responses. Let's say you want a client to complete a form, and so Dropbox isn't the all-time solution for that.
• Storage limits and file size limits
  Another thing to proceed in mind is what limits come up with your Dropbox plan. Dropbox'southward gratuitous plan starts you upwardly with 2GB of free storage, from there, you can upgrade to different subscription options for individuals and for businesses, some plans of which offer unlimited storage.

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

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

A Dropbox file asking alternative

If you're worried near whatsoever of these Dropbox disadvantages, and so you might want to consider another, more all-encompassing tool for collecting files. And y'all betcha, it's our very own!

We congenital Content Snare to overcome the well-nigh common limitations of shared drives and traditional forms. Hither 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 one platform for files and images, and another for text. Content Snare can exist used to collect both types of content. When yous prepare up a request, you can ask for a combination of text, images, video, yous name it.
• Continue track of files with checklists
  If you're a neat freak like we are, then you lot'll love Content Snare's built-in checklists that you tin create as you set up your request. Rather than creating your own excel sheet or jotting it all down on paper, you can but check content off the list as information technology comes in, and exist able to see what'southward still missing in a glimpse.

• Corroborate or reject files as they come up in
  Rather than dropping clients a comment or sending followup emails, Content Snare lets you corroborate or reject files every bit they come in. This will salve you lot countless fourth dimension going dorsum and forth with your clients.

• Automatic and scheduled e-mail reminders
  We mentioned how Dropbox sends out an initial email simply won't necessarily ship regular email reminders to clients. When y'all utilize Content Snare, you tin gear up time periods where the platform will do the work to remind your clients to ship over their content.

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

• Clients don't need an business relationship to upload
  Concluding only not to the lowest degree, we've made life easier for your client too and removed any annoying barriers by making sure they can upload to Content Snare without having a Content Snare account.Yep!

If you lot're thinking about switching to Content Snare and have whatsoever questions, drop us a comment and nosotros'll be sure to respond.

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

Content Snare helps you asking files, send 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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