The FileDrop Blog

Learn about productivity tips and guides on file collection, file management and processing. Learn from our tutorials and use our templates right away in your work.

Automated Invoice Approval Airtable

Create an Automated Invoice Approval Workflow with FileDrop, Airtable, Cloud Storage, and Email Notifications Overview

Invoice approvals often start in email, but email is a poor system for tracking what has been submitted, who approved it, and whether it has been paid. Invoices get buried in inboxes, approvers miss messages, and finance teams end up maintaining status manually. This workflow uses FileDrop File Request Pages, Airtable, cloud storage, and email […]

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Automated Invoice Approval with FileDrop

Automated Invoice Approval Workflow with File Request Pages, Google Sheets, and Email Notifications

Invoice approvals often start simple: someone emails an invoice, someone else forwards it for approval, and a finance team updates a spreadsheet when they remember. That process works until invoices get missed, approvals are unclear, payment status is hard to track, and the team spends too much time asking for updates. This workflow uses FileDrop

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FileDrop Updates

FileDrop Updates Week 20: Branding, Lite Plan Upgrades, Send Feedback

Here is what’s new at FileDrop for this week. Don’t forget to review the previous announcement and updates. Branding Now is easier to brand all your Pages, PDF links and threads. Go to your profile and setup your brand details with logo, colors and custom text. These details will be applied when the default branding

FileDrop Updates Week 20: Branding, Lite Plan Upgrades, Send Feedback Read More Β»

create checklists for document collection

Collect Files with Checklists Easily: Boost Upload Success

When people are asked to upload documents, the biggest problem is usually not the upload itself. It’s the uncertainty. What exactly do they need? Which files are mandatory? Did they miss something important? “The checklist is one of the most high-powered productivity tools ever discovered.” β€” Brian Tracy That’s why I like this new checklist

Collect Files with Checklists Easily: Boost Upload Success Read More Β»

custom urls for file request pages

Set Custom URLs for FileDrop File Request Pages

Make Shared File Links Easier to Recognize with URL Customization When you’re sending PDFs or forms to clients, the link itself matters more than people think. A clean, readable URL looks more professional, is easier to remember, and makes it simpler to keep track of what you’ve shared. That’s the idea behind File Drop’s URL

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Replace PDF File in Link

How to Replace a File in a PDF Link with FileDrop

FileDrop has an amazing PDF hosting tool andΒ  now supports file replacement in any link, making it easier to update shared documents without changing the link itself. Let me show you how a PDF file can be replaced with a different version while keeping the same PDF link active. File Replacement in FileDrop PDF Link

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FileDrop Updates

FileDrop Updates Week 17: Custom URLs for Pages and PDF Links, Update PDF File in Link, File Processing Deprecated

Here is what’s new at FileDrop for this week. Don’t forget to review the previous announcement and updates. — File Request Pages – Custom Links Users now can edit the url of their Page and personalized it as they wish. Edit the URL and save. Here is a quick video:   PDF Links – Personalize

FileDrop Updates Week 17: Custom URLs for Pages and PDF Links, Update PDF File in Link, File Processing Deprecated Read More Β»

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