We’ve expanded the File Upload Request feature to include the Unfiled section of a vault. This means you can now generate a secure upload link that delivers files directly into Unfiled—giving you the flexibility to collect first and organize later.
Whether you choose a specific link for a single client or a generic link for multiple contributors, documents will safely land in Unfiled until you’re ready to review and move them.
What’s New:
- Secure Links to Unfiled: Create file upload requests that target the Unfiled section.
- Specific or Generic Options: Choose who can use the link—individual clients or anyone you share it with.
- Centralized Collection: Gather all uploads in one place before assigning them to permanent folders.
Use Cases
- Onboarding New Clients: Accept a batch of files without needing to pre-assign folders.
- Ad Hoc Requests: Let collaborators drop in documents quickly when folder structure isn’t defined yet.
- Team Collaboration: Use generic links to collect files from multiple parties in one secure location.
- Family Document Collection: Gather personal files like tax documents, insurance forms, or wills from family members without worrying about folders.
- Event Planning: Collect RSVPs, photos, or permission forms from friends and family in one secure place.
- Personal Projects: Send links to collaborators for shared projects, drafts, or media files directly to Unfiled before sorting them.
Don't see this feature? Contact your Customer Success Team!