Dropbox Revise a File

Ask a client to transport you lot files over electronic mail and it'due south simply a matter of time before you run into problems like file size limits or lose those email attachments in long threads. There are a few other means you lot can asking files from clients, and a pop option is to use a shared drive like Dropbox.

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What is a Dropbox file request?

Dropbox file requests are an easy way to receive large files from your clients. The Dropbox feature is easy for your clients to utilize, and doesn't require them to have a Dropbox account to submit files.

Here's a step-by-step guide on how to apply Dropbox to receive files, a couple of things to continue in mind, and another option to explore if y'all're a business organization looking for a more powerful file asking tool.

How to employ Dropbox file requests

1. How to create a Dropbox file request

You need a Dropbox account to create a file request. One time y'all sign up for an account, log in to your Dropbox account.

Under the "files" heading on the left sidebar of the home page, select "file requests".

On the new file requests page, click the blue "new request" push button on the correct.

A "create new asking" window volition popular upwardly asking you lot to fill in some fields.

Here'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 exist the default name of the binder y'all create within Dropbox.

  Information technology's not a bad idea to be specific with this name to stay organized. If you're requesting headshots, for example, proper name 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 y'all the incorrect files, we recommend filling it out with detailed instructions. The more than specific, the ameliorate!

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

• Folder for uploaded files
  This tells you where your clients files will go in one case they submit them.

  Dropbox selects "file requests" as the default folder, merely yous tin can select a different Dropbox folder manually if you lot click on "change folder".

• Gear up a deadline
  Some other optional characteristic with Dropbox is setting a deadline.

  Activate this feature past checking the "fix a deadline" box.

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

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

  You lot can then choose whether or not yous desire to allow belatedly uploads past that borderline, and if and so, how many days late you will accept the file asking.

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

Y'all'll receive an automatic e-mail from Dropbox confirming you've created a file request and giving you the option to preview it if you'd similar. This is what information technology will await like.

ii. How to share a Dropbox file request

One time you have your new file request set, a window will pop upwards titled "share file request".

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

And so, you can share the file asking in one of two means:

• Email
  In the "to" field, you can type in your clients email address.
• Share a file request link
  Nether "share a link instead" you'll run across a long motorcar-generated link that sends visitors straight to your file request.

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

  Yous may want to share through the link instead if you plan on contacting your client or uploader via another platform like Slack or Asana.

Click the blue "share" push button to send off your file request via email, or the white "washed" button to shut the window after you'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 most important spec, or completely blanked on sending it to another fellow member on your clients' team? Whoops!

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

Here'south 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 "closed" requests.

Click on the three dots at the very terminate of the folder (or requests) row on the correct.

You will have the options to:

• Copy link
  When yous click this, the link to your file request will get copied to your clipboard once more. You will meet a small black window pop upwards at the bottom of your screen confirming it has been copied to the clipboard.
• Share
  Click hither to re-share your asking, or share information technology with more contacts. The aforementioned "share file request" window will pop up over again request you lot to share by email or link.
• Edit
  This is where you can edit your original file request including the championship, clarification, and borderline.
• Close
  If you no longer need to receive files for your file asking, selecting "close" will close the asking, and move it to the "closed" tab of your file requests.
• Re-open up (on the airtight requests tab)
  If you're wondering how to reopen a closed Dropbox file request, select the "airtight" tab on your file requests page.

  Click the iii dots at the end of the row.

  Select "re-open".

This volition open your file request once again, and motility information technology to the "open" tab of your file requests.

How to upload files to a Dropbox file request

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

If yous've sent your client the asking via email, they'll receive an email from Dropbox that looks similar this:

Whether they click the blueish button in the email or access the link you sent over elsewhere, they'll see your file request complete with the championship the description yous wrote in. It'll wait like this:

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

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

They tin can also drag and driblet files from their computer over the Dropbox window.

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

While they won't need a Dropbox business relationship to upload files, they will demand to go out a proper noun and e-mail address in the field at the lesser.

In one case they hit the blue "upload" button, they'll get a confirmation that their files went through.

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

They'll too get an e-mail confirming what they uploaded.

How to view files from a Dropbox file request

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

And boom! Y'all'll run into a list of the files your client has uploaded on your file asking folio.

Once you're in there, in that location are a couple of actions you can take past clicking on the 3 dots on the far correct.

You can:

• Share
  Share this file with someone else on your team, again via email or link.
• Download
  Select a location on your calculator that you desire to save the file to.
• Transport with transfer
  Dropbox transfer lets you securely transfer big files to anyone and confirm commitment. Offered as an upgrade option, Dropbox lets you try this feature for free.
• Add a annotate
  This will open up a new window next to the file and give you a space to exit a comment. Y'all might use this space to say something similar "Got it, thanks!", or mention an upshot with the file "Not sure this is the right one?".

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

• Star
  Add a star next to the file or folder for easy finding afterwards.
• Version history
  This will prove you a history of versions of the file besides as when it was uploaded. Information technology will come in handy if you've had to ask your client for multiple uploads to make corrections.
• Rename
  You tin can rename the file if you want to format it in a different way than your client has. For case, if your client had the file proper name as random numbers like 4566870, yous might change it to "Headshot_team member name_date" to stay organized.
• Move
  Motility the file or folder elsewhere in your Dropbox
• Copy
  Re-create over the file or folder elsewhere in your Dropbox.

Dropbox limitations to consider

Compared to some other shared drives, nosotros recall Dropbox is really great for receiving files because it has a elementary interface, doesn't crave uploaders to have a Dropbox account, and has a specific file request feature.

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

• Approving or rejecting files takes some manual piece of work
  Although Dropbox has a comments characteristic where yous can leave feedback on uploaded files, it doesn't requite yous the choice to hands approve or reject the uploaded file.

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

• No born checklists
  Another limitation of Dropbox is that it doesn't have checklist features where yous tin can check items off a checklist every bit the files come up in. Fifty-fifty though you see when a client has uploaded content, you tin can't meet what's outstanding.
• No email reminder schedules
  Dropbox will ship your clients an email letting them know when a request has been created. But after that, it won't necessarily follow upwards regularly. This over again requires y'all to use email to remind or follow upwards with your clients.
• No text inputs
  Shared drives like Dropbox are fabricated for people to upload documents and images. It falls brusk when information technology comes to collecting text responses. Allow's say you want a client to complete a class, then Dropbox isn't the all-time solution for that.
• Storage limits and file size limits
  Another thing to keep in mind is what limits come with your Dropbox plan. Dropbox'southward free plan starts y'all up with 2GB of free storage, from in that location, you can upgrade to unlike subscription options for individuals and for businesses, some plans of which offer unlimited storage.

  So if yous're going with a costless or cheaper program, you'll want to stay on meridian of cleaning upward your files and deleting those you no longer need to make certain you still have the space to collect files.

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

A Dropbox file request alternative

If you're worried about any of these Dropbox disadvantages, and then you might desire to consider another, more all-encompassing tool for collecting files. And you lot betcha, it's our very own!

Nosotros built Content Snare to overcome the most mutual 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 information
  At that place's no need to rely on ane platform for files and images, and another for text. Content Snare can exist used to collect both types of content. When y'all set up a request, you lot can ask for a combination of text, images, video, you proper noun information technology.
• Proceed track of files with checklists
  If you're a groovy freak similar we are, then you'll dear Content Snare's built-in checklists that you lot can create as you set upward your request. Rather than creating your ain excel sheet or jotting it all down on paper, yous can simply check content off the list every bit it comes in, and exist able to encounter what'south however 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 reject files as they come in. This volition save you endless fourth dimension going dorsum and along with your clients.

• Automated and scheduled electronic mail reminders
  We mentioned how Dropbox sends out an initial email but won't necessarily send regular electronic mail reminders to clients. When yous use Content Snare, you tin can ready up time periods where the platform will practice the piece of work to remind your clients to send over their content.

  Since y'all tin commonly spend a good x minutes at a time on reminding clients over electronic mail, this is some other huge time saver when you add it all up!

• Clients don't demand an account to upload
  Last but not least, we've made life easier for your client too and removed whatsoever annoying barriers by making sure they can upload to Content Snare without having a Content Snare account.Yep!

If yous're thinking about switching to Content Snare and accept any questions, drop us a annotate and nosotros'll be sure to answer.

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

Content Snare helps yous asking files, send out reminder emails, approve or pass up client files, and stay organized with a checklist.

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

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