Intake Forms Templates — Ready to Use in Minutes
What Is an Intake Form?
An intake form is a form used to collect the basic information needed before starting a service, process, appointment, or project.
For example, an intake form might collect:
- Name and contact details
- What the person needs help with
- Relevant history or background
- Preferences, files, or requirements
- Consent, agreement, or authorization
Common examples include a client intake form for marketing agencies or consultants, a patient intake form for clinics, a legal intake form for law firms, or a project intake form for internal teams.
It gives people a structured way to submit files to you — with context — instead of attaching documents to an email or dumping them into a shared folder.
A good intake form template does three things: it tells the person exactly which data to submit, it validates what they upload (file type, size), and it gets those files somewhere useful the moment they hit submit — not sitting in a dashboard you have to log into and download from manually.
The templates below are pre-built starting points.
Each one includes the right mix of standard fields and file upload fields for a specific use case.
Customize the fields, set your accepted file types, connect your cloud storage, and you’re ready to share.
Ready-to-Use File Upload Form Templates
1. Client Onboarding Template
For agencies, consultants, and service businesses collecting brand assets from new clients.
Form fields:
- Client name (text)
- Company name (text)
- Email address (email)
- Project or account name (text)
- Brand logo (file upload — accepts PNG, SVG, AI, EPS)
- Brand guidelines or style guide (file upload — accepts PDF, DOCX)
- Additional assets — photos, fonts, copy (file upload — multiple files, up to 1 GB each)
- Notes or special instructions (text area)
File upload fields: 3 | Accepted types: images, PDFs, documents
Why it works: Replaces the “can you send me your logo?” email chain that stretches across two weeks. Every asset arrives in one submission with the context you need, organized into a folder named after the client.
2. Job Application & CV Collection Template
For HR teams and recruiters collecting applications without a full ATS.
Form fields:
- Full name (text)
- Email address (email)
- Phone number (phone)
- Position applying for (dropdown or text)
- CV / résumé (file upload — accepts PDF, DOCX)
- Cover letter (file upload — accepts PDF, DOCX)
- Portfolio or work samples (file upload — multiple files, accepts PDF, ZIP, images)
- LinkedIn profile URL (URL)
File upload fields: 3 | Accepted types: PDFs, documents, images, ZIP
Why it works: Applicants submit everything in one place with no account required. Applications land in a structured folder you can share with your hiring team, one subfolder per applicant.
3. Vendor & Supplier Document Submission Template
For procurement teams collecting compliance documents from suppliers.
Form fields:
- Company name (text)
- Primary contact name (text)
- Email address (email)
- Business registration certificate (file upload — accepts PDF)
- Certificate of insurance (file upload — accepts PDF)
- W-9 / tax form (file upload — accepts PDF)
- Product or service catalogue (file upload — accepts PDF)
- Bank details form (file upload — accepts PDF)
- Additional certifications (file upload — multiple files, accepts PDF)
File upload fields: 6 | Accepted types: PDF only
Why it works: Each upload field maps to a specific required document, so vendors know exactly what to submit. Locking accepted types to PDF prevents unreadable or incompatible files arriving.
4. Real Estate Document Collection Template
For agents and property managers collecting buyer, seller, or tenant documents.
Form fields:
- Full name (text)
- Email address (email)
- Phone number (phone)
- Property address or reference (text)
- Government-issued ID (file upload — accepts PDF, JPG, PNG)
- Proof of income or pay stubs (file upload — accepts PDF)
- Bank statements (file upload — multiple files, accepts PDF)
- Signed agreement or offer letter (file upload — accepts PDF)
- Additional supporting documents (file upload — accepts PDF)
File upload fields: 5 | Accepted types: PDFs, images
Why it works: Sensitive financial and identity documents need a structured intake — not a shared Dropbox folder or an email attachment. Each applicant gets their own subfolder with every document in one place.
5. Creative Brief & Asset Collection Template
For studios, photographers, and designers collecting project files from clients.
Form fields:
- Project name (text)
- Client name and email (text + email)
- Project deadline (date)
- Reference images or inspiration (file upload — multiple files, accepts JPG, PNG, PDF)
- Raw photos or source files (file upload — multiple files, accepts RAW, JPG, PNG, TIFF)
- Copy or script (file upload — accepts DOCX, PDF, TXT)
- Logo and brand assets (file upload — accepts AI, EPS, SVG, PNG)
- Brief or notes (text area)
File upload fields: 4 | Accepted types: images, documents, design files
Why it works: Clients can upload large raw files directly — no WeTransfer link, no expiring download, no shared folder to organize. Files arrive sorted and named, ready for production.
6. Legal Document Submission Template
For law firms and legal teams collecting signed agreements and supporting evidence.
Form fields:
- Matter name or reference number (text)
- Client name (text)
- Email address (email)
- Signed agreement or contract (file upload — accepts PDF)
- Supporting documents or evidence (file upload — multiple files, accepts PDF)
- Identification documents (file upload — accepts PDF, JPG, PNG)
- Additional correspondence (file upload — multiple files, accepts PDF, DOCX)
- Notes (text area)
File upload fields: 4 | Accepted types: PDFs, documents, images
Why it works: Each upload field is named after the document type, so there’s no ambiguity about what goes where. Email verification on the form creates a confirmed identity trail before any file is accepted.
7. Student Assignment & Portfolio Submission Template
For educators and institutions collecting work from students.
Form fields:
- Student name (text)
- Student ID or email (text)
- Course or module name (text or dropdown)
- Assignment title (text)
- Main submission file (file upload — accepts PDF, DOCX, ZIP)
- Supporting files or appendices (file upload — multiple files)
- Declaration or cover sheet (file upload — accepts PDF)
File upload fields: 3 | Accepted types: PDFs, documents, ZIP
Why it works: Students submit without a school Google account — anyone can upload regardless of which institution or email provider they use. Submissions land in a folder per student, per assignment.
What You Can Configure on Every File Upload Field
FileDrop’s file upload field is not a single generic “attach a file” input.
Every field is independently configurable — you control exactly what can be uploaded, how files are named when they arrive, and when the field appears at all.
Accepted file types
Choose which categories of files are accepted per field:
- Images (JPG, PNG, GIF, WebP, AVIF)
- Documents (PDF, DOC, DOCX, PPT, XLS, and more)
- Audio (MP3, WAV, OGG, and more)
- Video (MP4, MOV, AVI, and more)
- Archives (ZIP, RAR, 7Z, GZ)
You can allow all types or lock a field to one — for example, a “CV” field that only accepts PDF or DOCX, and a “Portfolio” field that accepts images and ZIP.
Maximum number of files
Set how many files a respondent can upload to a single field — from 1 to any number. A “supporting documents” field might allow 10; a “signed contract” field is locked to 1.
Maximum file size
Set a per-field file size limit, up to 1 GB per file. Useful when some fields expect lightweight PDFs and others might receive large video or raw photo files.
Custom file naming
Control how uploaded files are named when they land in your cloud storage. Options per field:
- Prefix — add text or variables before the filename (e.g.,
invoice_,{date}_,{page_title}_) - Suffix — add text or variables after the filename, before the extension
- Date format — choose how
{date}is formatted (YYYY-MM-DD, MM-DD-YYYY, timestamp, etc.) - Keep original filename — on or off; if off, choose a uniqueness method (counter, timestamp, random, short UUID)
So a file uploaded as scan001.pdf can arrive in your Drive as 2026-06-05_ClientName_contract.pdf — no manual renaming.
Help text
Add a description below each upload field — visible to the person filling the form. Use it to specify exactly what the file should contain, what format is expected, or any other instructions (“Please upload the signed version only, not the draft”).
Required or optional
Mark any upload field as required. The form will not submit until a file has been added to every required field.
Conditional display logic
Show or hide an upload field based on the value of another field in the form. Supports:
- Show / hide actions
- Operators: equals, does not equal, contains, does not contain, is empty, is not empty
- Any other field in the form as the trigger
Example: show a “Proof of business registration” upload field only when the respondent selects “Company” in a dropdown. Show a “Medical certificate” field only when they answer “Yes” to a prior question.
Why Use FileDrop for Intake Forms
Drag and Drop form builder
Easy to use form builder with all the fields needed to collect information including signatures and upload fields.
Integrations
Connect all the apps you are working on already to the form to receive submission data and files.
Emebed on your website
Add any form on your website via the embeding wigets as javascript, iframe and more.
Files go straight to your cloud storage.
Every submission routes directly to your Google Drive, Dropbox, or OneDrive — in an automatically created subfolder per submission. No downloading from a dashboard, no manual sorting.
No sign-in required to upload.
The person submitting doesn’t need a Google account, a Dropbox login, or any account at all. They open the link, fill in the form, and upload.
Virus scanning on every file.
Every uploaded file is scanned before it’s accepted and routed to your storage. Runs automatically on every submission — no setup required.
Approval workflow included.
Once files arrive, mark the submission as approved or rejected with optional notes. The submitter is notified. Useful when you need to confirm what was uploaded before the workflow continues.
Automatic follow-up reminders.
If someone hasn’t submitted after a set number of days, FileDrop sends a reminder automatically. No manual chasing.
| FileDrop Forms | Google Forms | JotForm | ||
|---|---|---|---|---|
| File upload fields | Yes | Yes (sign-in required) | Yes (paid) | No |
| Restrict accepted file types per field | Yes | No | Yes (paid) | No |
| Multiple files per upload field | Yes | Yes | Yes | No |
| Max file size up to 1 GB | Yes | 1 GB (sign-in required) | 100 MB (free) | ~25 MB |
| Custom file naming (prefix, suffix, date) | Yes | No | No | No |
| Conditional show/hide per upload field | Yes | No | Yes (paid) | No |
| Help text per upload field | Yes | Yes | Yes | No |
| No sign-in needed to upload | Yes | No | Yes | Yes |
| Files routed to Google Drive / Dropbox | Yes | Drive only (sign-in required) | No | No |
| Files organized per submission automatically | Yes | Partial | No | No |
| Virus scanning on every upload | Yes | No | No | No |
| Approval workflow | Yes | No | Yes (paid) | No |
| Automatic follow-up reminders | Yes | No | No | No |
| Ready-to-use templates | Yes | Limited | Yes | No |
FAQ
What file types can I accept on each upload field?
You set this per field from five categories: Images (JPG, PNG, GIF, WebP), Documents (PDF, DOCX, PPT, XLS), Audio (MP3, WAV), Video (MP4, MOV, AVI), and Archives (ZIP, RAR, 7Z). You can allow all categories or restrict a field to one — for example, a CV field that only accepts Documents.
How large can uploaded files be?
Up to 1 GB per file. You can set a lower limit per field if needed — useful when some fields expect small PDFs and others might receive large video or photo files.
Can respondents upload multiple files to one field?
Yes. Each upload field can be set to accept a single file or multiple files, with a configurable maximum count per field.
Can I create my own custom file upload form templates?
Yes, you can create your own templates and reuse them for different clients with their own settings.
Can I control how uploaded files are named in my cloud storage?
Yes. Each upload field has a custom naming configuration — add a prefix, suffix, date variable, or use the original filename. Files can arrive named 2026-06-05_ClientName_contract.pdf instead of whatever the respondent’s file was called.
Can I show or hide an upload field based on another field’s answer?
Yes. Each upload field supports conditional logic — show or hide it based on whether another field equals, contains, or is empty. Useful when certain documents are only required depending on earlier answers.
Does the person uploading need an account?
No. Respondents do not need a FileDrop account, a Google account, or any other login. They open the link and upload.
Where do the uploaded files go?
Directly to your connected Google Drive, Dropbox, or OneDrive. Each submission gets its own subfolder, named by submitter or date depending on your settings.
Can I send the form to specific people rather than a public link?
Yes. You can send individual invitation links to named recipients and track who has submitted. You can also use a public link if you prefer an open form.
Can I password-protect the form?
Yes. Password protection is available on all plans.