How Do I Invite People to Upload Into a Folder Dropbox

Ask a customer to transport yous files over email and information technology's but a matter of fourth dimension before y'all run into issues similar file size limits or lose those electronic mail attachments in long threads. There are a few other ways you can asking files from clients, and a popular option is to utilise a shared drive similar Dropbox.

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What is a Dropbox file asking?

Dropbox file requests are an like shooting fish in a barrel fashion to receive large files from your clients. The Dropbox characteristic is easy for your clients to utilize, and doesn't crave them to have a Dropbox account to submit files.

Here's a step-by-footstep guide on how to utilise Dropbox to receive files, a couple of things to keep in heed, and another choice to explore if you're a business concern looking for a more than powerful file asking tool.

How to utilise Dropbox file requests

1. How to create a Dropbox file asking

You need a Dropbox account to create a file request. Once you sign up for an account, log in to your Dropbox account.

Nether the "files" heading on the left sidebar of the dwelling page, select "file requests".

On the new file requests page, click the bluish "new request" button on the right.

A "create new asking" window volition popular up asking y'all to fill in some fields.

Here'south what to include in your request to make certain you get the correct files from your clients:

• Title
  This explains what the request is for and volition exist the default proper name of the folder you create within Dropbox.

  Information technology's not a bad thought to exist specific with this name to stay organized. If you're requesting headshots, for instance, name it "Headshot Photos, Baronial 2020".

• Clarification
  The description field in Dropbox is optional, only if you want to spare yourself a whole lot of back and forth when clients send you the wrong files, we recommend filling it out with detailed instructions. The more specific, the meliorate!

  You can specify things similar:
  - file blazon (PNG, not JPEG for case)
  - image size (minimum and maximum pixels)
  - photo orientation (portrait vs landscape)
  - a descriptive notation like "brand sure we can come across your shoulders in the headshots."

• Folder for uploaded files
  This tells you where your clients files volition become once they submit them.

  Dropbox selects "file requests" as the default binder, but you can select a different Dropbox folder manually if you click on "change binder".

• Set a deadline
  Another optional feature with Dropbox is setting a deadline.

  Activate this characteristic past checking the "set a borderline" box.

  When you check the box, the window volition expand to testify yous three more fields.

  Select your deadline date and deadline time by clicking on the downwards arrows next to each field.

  You can then choose whether or not you want to allow late uploads past that deadline, and if so, how many days late you will accept the file request.

Once you have your fields field in and your options selected, click the bluish "create" button.

Yous'll receive an automated email from Dropbox confirming you've created a file request and giving yous the choice to preview it if yous'd like. This is what it will look like.

2. How to share a Dropbox file asking

In one case you have your new file request set upwards, a window will popular up titled "share file request".

In the "add a bulletin" infinite, you lot can add together in an optional bulletin for your clients. You might want to include 1 if your customer isn't familiar with Dropbox notwithstanding and you want to let them know this email is coming from y'all.

Then, yous can share the file asking in one of two ways:

• Email
  In the "to" field, you tin type in your clients email accost.
• Share a file asking link
  Under "share a link instead" you'll see a long auto-generated link that sends visitors direct to your file request.

  To use this link, click the white "copy" push button and the link volition get copied to your clipboard.

  You lot may want to share through the link instead if y'all plan on contacting your client or uploader via another platform like Slack or Asana.

Click the blue "share" button to send off your file request via email, or the white "washed" push to shut the window later on you've copied the Dropbox file asking link to your clipboard.

How to alter a Dropbox file asking

Create a file asking and realize you totally screwed up with embarrassing typos, forgot to add in the well-nigh important spec, or completely blanked on sending it to another member on your clients' team? Whoops!

Don't worry, you can still edit your file request even if y'all've closed off the file request window.

Here's how to change your Dropbox file request:

Return to the "file requests" folio in the Dropbox sidebar.

You lot will encounter a list of your "open" and "closed" requests.

Click on the three dots at the very cease of the folder (or requests) row on the right.

You will accept the options to:

• Copy link
  When you lot click this, the link to your file request will become copied to your clipboard again. You will run across a small black window pop up at the bottom of your screen confirming information technology has been copied to the clipboard.
• Share
  Click here to re-share your request, or share information technology with more contacts. The same "share file request" window will pop up once more request you to share past email or link.
• Edit
  This is where you can edit your original file request including the championship, description, and deadline.
• Close
  If you no longer need to receive files for your file request, selecting "close" will shut the request, and movement it to the "airtight" tab of your file requests.
• Re-open up (on the closed requests tab)
  If you're wondering how to reopen a closed Dropbox file request, select the "closed" tab on your file requests page.

  Click the 3 dots at the end of the row.

  Select "re-open".

This will open your file request over again, and motility it to the "open" tab of your file requests.

How to upload files to a Dropbox file request

At present let's have a look at how this all works on your clients' side.

If y'all've sent your client the asking via e-mail, they'll receive an email from Dropbox that looks like this:

Whether they click the blue push in the email or admission the link y'all sent over elsewhere, they'll come across your file request complete with the title the description you wrote in. Information technology'll expect similar this:

Your client can now upload to your file asking by clicking on the "add together files" button. It will give them the selection to search for and upload:

• Filed from their computer
• Folders from their computer
• Files or folders from their ain Dropbox if they accept an account

They tin can also elevate and drop files from their reckoner over the Dropbox window.

In one case your client has selected their files, the window will look like this:

While they won't need a Dropbox account to upload files, they volition need to exit a proper name and email address in the field at the bottom.

Once they hit the blue "upload" push button, they'll get a confirmation that their files went through.

Should they have missed a file, they still become the choice to upload more files.

They'll too go an email confirming what they uploaded.

How to view files from a Dropbox file asking

In one case your client uploads their files to your file request, yous'll get an email from Dropbox letting you know. It'll look similar this and will invite you to view the files:

And boom! Yous'll encounter a list of the files your client has uploaded on your file request folio.

One time you lot're in there, there are a couple of actions you lot can take past clicking on the 3 dots on the far right.

Y'all tin can:

• Share
  Share this file with someone else on your team, again via email or link.
• Download
  Select a location on your estimator that you want to salvage the file to.
• Send with transfer
  Dropbox transfer lets yous securely transfer large files to anyone and confirm commitment. Offered as an upgrade option, Dropbox lets yous endeavor this feature for free.
• Add a comment
  This volition open a new window next to the file and give y'all a space to leave a comment. You might use this space to say something similar "Got it, thanks!", or mention an issue with the file "Not sure this is the right one?".

  When y'all leave a annotate, it will notify your uploader.

• Star
  Add together a star next to the file or binder for easy finding afterward.
• Version history
  This will show you lot a history of versions of the file as well as when it was uploaded. It will come up in handy if you've had to ask your customer for multiple uploads to make corrections.
• Rename
  You tin rename the file if you desire to format information technology in a dissimilar way than your client has. For example, if your client had the file name every bit random numbers similar 4566870, y'all might modify information technology to "Headshot_team fellow member name_date" to stay organized.
• Motility
  Move the file or folder elsewhere in your Dropbox
• Copy
  Copy over the file or folder elsewhere in your Dropbox.

Dropbox limitations to consider

Compared to some other shared drives, we think Dropbox is really great for receiving files because it has a simple interface, doesn't require uploaders to have a Dropbox business relationship, and has a specific file request feature.

There are a few things to keep in listen if you want to utilise Dropbox to receive files though:

• Approval or rejecting files takes some transmission work
  Although Dropbox has a comments feature where you can leave feedback on uploaded files, it doesn't give yous the option to easily corroborate or reject the uploaded file.

  If a customer uploads the wrong version of a file, you'll have to get out them a comment and hope your client notices Dropbox'due south automatic email with your comment, or take matters into your own hands and follow up with the client over email. Scrap of a time-waster.

• No built-in checklists
  Another limitation of Dropbox is that information technology doesn't have checklist features where you can check items off a checklist as the files come in. Even though you lot encounter when a client has uploaded content, y'all can't see what'due south outstanding.
• No electronic mail reminder schedules
  Dropbox will send your clients an email letting them know when a request has been created. Merely after that, information technology won't necessarily follow up regularly. This again requires you to use email to remind or follow up with your clients.
• No text inputs
  Shared drives like Dropbox are made for people to upload documents and images. It falls short when information technology comes to collecting text responses. Let'south say yous want a client to complete a form, then Dropbox isn't the best solution for that.
• Storage limits and file size limits
  Another thing to keep in heed is what limits come up with your Dropbox plan. Dropbox's costless plan starts yous up with 2GB of costless storage, from at that place, you tin can upgrade to dissimilar subscription options for individuals and for businesses, some plans of which offering unlimited storage.

  So if you lot're going with a costless or cheaper programme, you lot'll want to stay on elevation of cleaning upwards your files and deleting those you no longer need to make certain you nevertheless have the space to collect files.

  Compare Dropbox storage and pricing to other shared folder options hither.

A Dropbox file asking alternative

If you're worried about any of these Dropbox disadvantages, then you might desire to consider another, more extensive tool for collecting files. And you betcha, information technology's our very ain!

Nosotros built Content Snare to overcome the most common limitations of shared drives and traditional forms. Here are some features of the platform that will make your life easier when it comes to requesting files:

• Upload a combination files and text data
  There'due south no need to rely on one platform for files and images, and another for text. Content Snare can be used to collect both types of content. When you gear up a request, you tin ask for a combination of text, images, video, you lot name it.
• Keep track of files with checklists
  If yous're a dandy freak like we are, then you'll honey Content Snare's built-in checklists that yous can create as y'all set up upward your request. Rather than creating your own excel sheet or jotting it all down on paper, you tin can merely check content off the list as information technology comes in, and be able to see what's yet missing in a glimpse.

• Approve or reject files as they come in
  Rather than dropping clients a comment or sending followup emails, Content Snare lets you approve or reject files as they come up in. This will salve you endless time going dorsum and forth with your clients.

• Automatic and scheduled e-mail reminders
  We mentioned how Dropbox sends out an initial email but won't necessarily send regular email reminders to clients. When you use Content Snare, yous tin ready fourth dimension periods where the platform will practise the work to remind your clients to transport over their content.

  Since y'all can usually spend a skilful 10 minutes at a time on reminding clients over e-mail, this is another huge fourth dimension saver when you add it all up!

• Clients don't need an account to upload
  Concluding but non least, we've fabricated life easier for your client too and removed any abrasive barriers by making certain they can upload to Content Snare without having a Content Snare account.Yep!

If you're thinking virtually switching to Content Snare and have any questions, drib usa a comment and nosotros'll exist sure to answer.

Manage your unabridged file asking procedure with an all-in-one tool

Content Snare helps you lot request files, send out reminder emails, approve or refuse client files, and stay organized with a checklist.

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Source: https://contentsnare.com/dropbox-file-request/

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