How to Upload File to Dropbox via Email

Ask a customer to send you lot files over email and it's only a matter of fourth dimension earlier you meet problems like file size limits or lose those e-mail attachments in long threads. At that place are a few other ways you can request files from clients, and a popular option is to use a shared drive like Dropbox.

Ditch the endless electronic mail threads

Spare yourself the time wasted searching for attachments deep in your lengthy email threads. When y'all utilize Content Snare, clients can upload big files to y'all direct through the platform.

Showtime your trial here

What is a Dropbox file request?

Dropbox file requests are an easy style to receive large files from your clients. The Dropbox characteristic is easy for your clients to use, and doesn't require them to accept a Dropbox account to submit files.

Here'due south a step-by-step guide on how to use Dropbox to receive files, a couple of things to keep in mind, and another choice to explore if y'all're a business looking for a more powerful file request tool.

How to use Dropbox file requests

1. How to create a Dropbox file asking

Y'all need a Dropbox business relationship to create a file request. Once you sign upwards for an account, log in to your Dropbox business relationship.

Under the "files" heading on the left sidebar of the habitation folio, select "file requests".

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

A "create new request" window volition pop up asking you lot to fill in some fields.

Hither's what to include in your asking to make sure you lot get the right files from your clients:

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

  It's non a bad idea to be specific with this name to stay organized. If you're requesting headshots, for instance, proper noun information technology "Headshot Photos, August 2020".

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

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

• Binder for uploaded files
  This tells yous where your clients files volition go once they submit them.

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

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

  Activate this feature by checking the "fix a borderline" box.

  When you check the box, the window will expand to show you three more fields.

  Select your deadline appointment and deadline time past clicking on the downwards arrows adjacent to each field.

  You can then cull 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.

One time y'all have your fields field in and your options selected, click the blueish "create" button.

You'll receive an automatic email from Dropbox confirming y'all've created a file request and giving you the pick to preview it if you'd similar. This is what it volition await like.

2. How to share a Dropbox file asking

In one case you take your new file request ready, a window will pop up titled "share file asking".

In the "add a message" space, you can add in an optional message for your clients. Y'all might want to include one if your client isn't familiar with Dropbox yet and you want to let them know this e-mail is coming from you.

And so, you tin share the file request in one of ii ways:

• Email
  In the "to" field, you tin can type in your clients e-mail address.
• Share a file request link
  Under "share a link instead" you'll see a long auto-generated link that sends visitors directly to your file request.

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

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

Click the blue "share" button to transport off your file request via email, or the white "done" button to close the window subsequently yous've copied the Dropbox file asking link to your clipboard.

How to change a Dropbox file request

Create a file request and realize you totally screwed up with embarrassing typos, forgot to add together in the near important spec, or completely blanked on sending it to some other member on your clients' team? Whoops!

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

Hither's how to change your Dropbox file request:

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

You will see a list of your "open" and "airtight" requests.

Click on the three dots at the very end of the binder (or requests) row on the correct.

You will have the options to:

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

  Click the three dots at the end of the row.

  Select "re-open up".

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

How to upload files to a Dropbox file request

Now let'south take a await at how this all works on your clients' side.

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

Whether they click the bluish push button in the e-mail or access the link you sent over elsewhere, they'll see your file request complete with the title the clarification you wrote in. It'll look like this:

Your customer tin can now upload to your file request by clicking on the "add together files" button. Information technology will requite them the pick to search for and upload:

• Filed from their computer
• Folders from their computer
• Files or folders from their own Dropbox if they have an account

They can as well drag and drop files from their computer over the Dropbox window.

Once your client has selected their files, the window volition look like this:

While they won't need a Dropbox account to upload files, they will demand to go out a name and email accost in the field at the bottom.

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

Should they take missed a file, they withal get the option to upload more than files.

They'll likewise get an email confirming what they uploaded.

How to view files from a Dropbox file request

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

And boom! You'll meet a listing of the files your client has uploaded on your file asking page.

Once you're in there, there are a couple of actions you lot can take by clicking on the three dots on the far right.

You can:

• Share
  Share this file with someone else on your team, once again via email or link.
• Download
  Select a location on your calculator that yous desire to salve the file to.
• Send with transfer
  Dropbox transfer lets you securely transfer large files to anyone and confirm delivery. Offered equally an upgrade selection, Dropbox lets you try this feature for free.
• Add a comment
  This volition open up up a new window side by side to the file and give you a space to leave a comment. You might employ this infinite to say something like "Got it, thank you!", or mention an issue with the file "Not certain this is the correct i?".

  When you leave a comment, information technology volition notify your uploader.

• Star
  Add a star adjacent to the file or folder for easy finding later.
• Version history
  This will show you lot a history of versions of the file equally well as when it was uploaded. Information technology will come in handy if you've had to ask your client for multiple uploads to brand corrections.
• Rename
  You tin can rename the file if y'all want to format it in a different way than your customer has. For example, if your customer had the file name as random numbers like 4566870, y'all might alter it to "Headshot_team fellow member name_date" to stay organized.
• Move
  Move the file or folder elsewhere in your Dropbox
• Copy
  Copy over the file or binder elsewhere in your Dropbox.

Dropbox limitations to consider

Compared to some other shared drives, nosotros retrieve Dropbox is actually great for receiving files because it has a simple interface, doesn't require uploaders to have a Dropbox account, and has a specific file request feature.

There are a few things to keep in mind if you lot desire to use Dropbox to receive files though:

• Approving or rejecting files takes some transmission work
  Although Dropbox has a comments feature where y'all can leave feedback on uploaded files, it doesn't requite y'all the option to easily approve or refuse the uploaded file.

  If a client uploads the wrong version of a file, y'all'll have to leave them a annotate and hope your client notices Dropbox's automatic email with your comment, or have matters into your ain hands and follow up with the client over email. Bit of a fourth dimension-waster.

• No born checklists
  Another limitation of Dropbox is that it doesn't have checklist features where you tin check items off a checklist as the files come in. Fifty-fifty though yous meet when a client has uploaded content, you can't run across what'south outstanding.
• No electronic mail reminder schedules
  Dropbox will transport your clients an email letting them know when a request has been created. But after that, information technology won't necessarily follow upward regularly. This again requires you lot to utilise email to remind or follow upward with your clients.
• No text inputs
  Shared drives like Dropbox are made for people to upload documents and images. It falls brusk when it comes to collecting text responses. Allow'southward say you want a client to complete a form, and so Dropbox isn't the best solution for that.
• Storage limits and file size limits
  Another thing to go along in mind is what limits come up with your Dropbox programme. Dropbox's free plan starts you lot upward with 2GB of free storage, from in that location, you tin can upgrade to different subscription options for individuals and for businesses, some plans of which offer unlimited storage.

  Then if you're going with a free or cheaper programme, you'll want to stay on superlative of cleaning up your files and deleting those you lot no longer need to make sure you still accept the space to collect files.

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

A Dropbox file request culling

If yous're worried almost whatever of these Dropbox disadvantages, then yous might want to consider another, more all-encompassing tool for collecting files. And you betcha, information technology'due south our very own!

We congenital Content Snare to overcome the most common limitations of shared drives and traditional forms. Here are some features of the platform that volition brand your life easier when it comes to requesting files:

• Upload a combination files and text data
  There's no need to rely on one platform for files and images, and some other for text. Content Snare can exist used to collect both types of content. When you ready up a request, you can ask for a combination of text, images, video, you proper name it.
• Keep track of files with checklists
  If you're a neat freak like we are, then y'all'll love Content Snare'south built-in checklists that you can create as you set up 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 it comes in, and be able to run into what's still missing in a glimpse.

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

• Automatic and scheduled email reminders
  We mentioned how Dropbox sends out an initial email simply won't necessarily send regular email reminders to clients. When you use Content Snare, you can set fourth dimension periods where the platform will exercise the piece of work to remind your clients to send over their content.

  Since you tin can usually spend a good 10 minutes at a time on reminding clients over email, this is some other huge fourth dimension saver when y'all add it all up!

• Clients don't demand an account to upload
  Concluding only not to the lowest degree, nosotros've made life easier for your client as well and removed whatsoever annoying barriers by making sure they can upload to Content Snare without having a Content Snare account.Yep!

If y'all're thinking about switching to Content Snare and accept any questions, drib the states a comment and we'll be sure to answer.

Manage your unabridged file request process with an all-in-i tool

Content Snare helps you request files, send out reminder emails, corroborate or turn down client files, and stay organized with a checklist.

First your trial here

sweenytyrize.blogspot.com

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

Share this post