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.

FileDrop Updates

FileDrop Updates Week 22: Limit upgrades, Tables and the Best Forms for File Uploads

Here is what’s new at FileDrop for this week. Don’t forget to review the previous announcement and updates. FileDrop is the best form for file uploads We made many changes under the hood for the file upload forms and the front end as well. FileDrop Forms now include one time or recurring campaigns You can […]

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FileDrop vs Email for document collection

FileDrop Forms vs Email for Document Collection: A Better Way to Collect Files

TLDR Teams that replace email-based document collection with a branded FileDrop upload page can reduce manual follow-up, keep files organized, and give clients or external users one clear place to submit everything. Instead of sending dozens of reminder emails, send one link with a structured form, upload fields, and a checklist. Users upload at their

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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 Forms with Airtable integration, cloud storage, and email notifications

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

Automated Invoice Approval with FileDrop

Automated Invoice Approval Workflow with Filedrop Forms, 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 forms, 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

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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.” — Brian Tracy That’s why I like this new checklist

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

custom urls for file request pages

Set Custom URLs for FileDrop Forms

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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