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Sharing a PDF by link is often more convenient than sending it as an attachment—no large file issues like email clients have, cleaner communication, and easier to control access. Here are the three best options for creating a link to a PDF so others can view it, download it, or embed it. 1. Use a […]
Sales and marketing teams rely heavily on PDFs—proposals, brochures, case studies, whitepapers, and pricing sheets. However, how these files are delivered is just as critical as their content. Sending PDFs as email attachments often creates challenges: Large files that bounce or get lost in spam filters No control over who accesses them or for how
The Best Way to Host and Share PDFs for Sales and Marketing Teams Read More »
For most sales teams, sending proposals means attaching large PDF files to endless email threads. This process is slow, cluttered, and—most importantly—not secure. Files can get lost, end up in spam folders, or be forwarded to the wrong people. In a competitive sales environment, presentation and professionalism matter. That’s why more sales teams are moving
How Sales Teams Can Share Proposals as Secure PDFs (Without Email Attachments) Read More »
When tax season rolls around, one of the biggest headaches for accountants is chasing down client documents. Emails pile up, attachments get lost, and sensitive financial data is scattered across inboxes. Not only is this inefficient—it’s also risky. That’s why many firms are now moving to a secure file request portal. Instead of sending endless
Secure File Request Portal for Accountants: Setup in 3 Minutes Read More »
Employee onboarding is one of the most important processes in HR. A smooth onboarding experience helps new hires feel welcome, accelerates their productivity, and sets the tone for their long-term engagement with the company. But for HR professionals, managing the endless flow of onboarding documents—IDs, contracts, signed policies, benefit forms, tax papers—can feel like a
Simplify Employee Onboarding: No-Code File Forms for HR Professionals Read More »
Managing expense documents is one of those tasks that can easily spiral out of control. Whether you’re in a small business or a fast-growing startup, your finance team likely spends countless hours chasing receipts, matching invoices, and trying to reconcile them with reports. Traditionally, employees would email receipts to the finance team, submit paper copies,
How to Automatically Upload and Organize Expense Documents in Google Drive Read More »
When managing HR processes, document collection can easily become a time-consuming headache. New hire paperwork, policy acknowledgments, compliance documents, training certificates — they all need to be collected, organized, and stored securely. The problem? Email attachments clutter inboxes and create security risks Shared drives require manual setup and often confuse employees Physical drop-offs slow down
Fastest Way to Build an HR Document Upload Form Using FileDrop Read More »
Most businesses use secure upload forms for one main reason: to collect files from clients safely. But what if your upload form could do double duty—not only accepting files but also generating new leads for your business? With FileDrop, you can turn your secure upload form into a powerful lead generation asset. By adding branded
How to Turn a Secure Upload Form into a Lead Generation Tool Read More »
For many businesses — from construction companies and safety inspection firms to property managers and manufacturing plants — collecting photos from field inspections is a daily necessity. These photos are critical for documenting site conditions, safety compliance, equipment checks, or property damage. The challenge? Field inspectors often send photos through email, messaging apps, or personal
How to Collect Inspection Photos from the Field into Google Drive Read More »
Collecting tax documents from clients has long been one of the most frustrating and error-prone parts of tax season for accountants and CPAs. Clients forget to attach files, send blurry images, or use insecure methods like email. Worse, critical documents like W-2s, 1099s, receipts, and bank statements end up lost in long email threads—or worse,
How Accountants Can Collect Tax Documents Securely from Clients Read More »
