Sending and receiving files shouldn’t feel like solving a puzzle. As a marketing agency, when you’re working with clients, you want the process to be smooth, safe, and simple, no need for back-and-forth emails or giving access to your cloud drive.
This is where secure upload links come in handy. One tool that makes this easy is FileDrop, and its File Forms feature is the real game-changer.
Why Is a Secure Link Important in Uploading Files?
A secure link protects both you and your client from unwanted access, accidental file leaks, and unnecessary confusion. It prevents situations like:
- Strangers uploading to your drive
- Clients needing to sign into accounts just to send you something
- Losing track of what was sent, by whom, and when
With a secure link, your client just clicks, uploads, and moves on. You get organized file submissions and peace of mind knowing everything’s locked down and traceable. Win-win.
Steps to Send a Secure File Upload Link Using FileDrop
Here’s how to set up a secure upload form that your clients can use:
Step 1. Head to FileDrop
Start by heading over to app.getfiledrop.com and signing up for an account. Enter your email and create a password to get started. After confirming your email address, you’ll gain access to the dashboard where you can manage all your file forms and settings.
Step 2. Choose “File Forms”
Once you’re logged in, find the “File Forms” section on your dashboard or in the settings menu. This is where you’ll create customized forms for document uploads. The File Forms feature is specifically designed to make file submission easy for both you and your clients.
Step 3. Build Your Upload Form
Click on the “Forms” tab and then hit the Add New Form button to begin creating your upload form.
The form is completely customizable, allowing you to add fields like name, email, and document descriptions. You can also include instructions to help users complete the form correctly. Keep it simple and straightforward to avoid any confusion.
Some customization options include:
- Form fields: Add fields like name, email, and message.
- File type restrictions: Specify what file types are allowed (PDF, Word, etc.).
- Branding: Add your logo or any other branding elements.
- Instructions: Provide clear guidance on how users should fill out the form.
Step 4. Add File Upload Fields
One of the best features of the File Form is allowing clients to upload files directly.
To enable this, click the Settings icon next to the trash icon and configure the allowed file types. Make sure to include a visible and easy-to-use Upload button so clients can attach their files easily.
Step 5. Configure Google Drive Integration Settings
Once you’re happy with your form setup, click Create Form to save your progress.
Next, you’ll be prompted to connect your Google Drive account. Simply click the Connect Google Drive button to link your FileDrop account to your Google Drive. Once connected, any files uploaded through the form will be stored in your Google Drive, making them easy to access and organize.
Once the form is ready, you’ll get a shareable link. This link can be sent directly via email, embedded on your website, or shared through social media. When someone clicks the link, they’ll be able to complete the form and upload their documents directly to your FileDrop portal.
Step 7. Invite via Email
Aside from sharing the link, you may also send an invite directly to your clients. To do this, click the person with the “+” icon right beside the Share button.
You will see Email and Message fields where you can customize your email invitation and send it to several clients.
Your recipient will receive an email about the form:
They will need to click the Open Form button to get directed to the form:
Step 8. Monitor Submissions
With FileDrop, you can track all file submissions in real time. You’ll receive an email notification every time someone uploads a file. To review all submissions, click on the Form Responses tab on your dashboard.
You’ll be able to see who submitted each file, when it was uploaded, and what file was shared. You can even download the files or organize them into folders for easy management.
Features of FileDrop File Forms
Email File Request – Invitation
With FileDrop’s File Forms, you can easily invite users to complete a form and upload their files or documents.
This feature streamlines the process, making it easy for clients, team members, or collaborators to submit necessary files directly through a simple invitation.
Track Invites and File Requests
FileDrop provides a tracking system for your file requests. From the Invites panel, you can monitor the progress of each request.
You’ll be able to see when the invitation was read and when a response was submitted. Additionally, the platform offers an option to resend the request if needed, ensuring you stay on top of every submission.
View Responses and Files
Once a user submits their file through the form, you can easily access and view the data they’ve provided.
FileDrop allows you to download the files directly to your computer for further processing or storage, giving you full control over the collected documents.
Benefits of Using FileDrop File Forms as a Secure Link to Upload Files
When it comes to receiving files from clients, a secure and efficient process can save time, improve organization, and reduce errors.
FileDrop’s File Forms feature is designed to do just that, especially for marketing agencies.
Here’s a look at the many benefits of using FileDrop File Forms to securely collect documents:
Perfect for Marketing Agencies
FileDrop File Forms make it easy to create simple upload pages where clients and team members can submit files and answer questions quickly.
With everything stored securely in the cloud, you won’t have to worry about losing important information in your inbox, and your email storage space won’t be drained.
Security and Privacy
FileDrop ensures that all uploaded files are safely encrypted, offering a level of security that protects sensitive data.
You can set privacy settings to control who can submit files, and the integration with Google Drive ensures that everything stays protected while being stored in a reliable cloud environment.
Real-Time Tracking and Monitoring
As a marketing agency, it’s crucial to track client submissions and keep everything organized.
With FileDrop, you’ll be able to monitor file submissions in real time, ensuring you stay on top of every project.
Notifications and organized tracking make it easier to maintain workflow efficiency.
Cost-Efficient
With FileDrop, you don’t need extra storage or complicated file management systems. Everything is securely saved in the cloud, eliminating the need for costly storage solutions.
Customizable and User-Friendly
Designing a custom form tailored to your needs is quick and easy. Add fields to gather information from clients like their name, email, or project details.
Customize the form to match your agency’s branding, and ensure a professional appearance without any coding skills required.
Final Thoughts
People don’t want complicated tech; they want to know their files are in safe hands. That’s what FileDrop’s File Forms give you: simplicity without sacrificing security.
When it’s easy for your clients to send what you need, you both get to focus on work that actually matters.
Frequently Asked Questions
What is FileDrop File Forms?
File Forms are customizable links that let people upload files directly to your storage without needing accounts or access. Think of it like a digital dropbox, but smarter and safer.
Can I use File Forms without a Google Drive account?
Yes. Unlike Google Drive request links, FileDrop doesn’t require the sender to have any account at all.
Do I need to install anything?
No installation needed. Everything runs smoothly in the browser on both ends.
The Bottom Line:
One keeps you awake. The other gets work done.
A month of coffee: $150
A month of FileDrop: $19
Why not have both?
