Is there a better way out for collecting client documents than through emails? The answer is, yes. Collecting files from clients can often turn out to be a real mess if not get it streamlined in the right way. Here are some online tools and platforms that offer some interesting features for document collection, without relying on emails. Here are the best 5 ways to do so:
- Customized Online Form Builders
Creating custom upload forms is easy with online form builders like Google Forms, JotForm, or Typeform. Clients can visit the form’s link, upload their files, and provide necessary information. File upload fields are other added form-building capabilities that it offers.
- Popular Cloud Storage Services
These are some of the most commonly used methods. If you set up shared folders on cloud storage platforms such as Dropbox, Microsoft OneDrive or Google Drive, you can share the shared folder links with your clients, and collect their documents directly to these folders. You can organize the folders based on clients or projects as well.
- Quick File Transfer Services
File transfer services like WeTransfer, Filemail, or SendAnywhere are some other options where you can share larger files quickly and securely. It provides you with the convenience of generating file upload shareable links through which your clients can upload the requested documents. You can use Filemail without even creating an account. These services are ideal for large file transfers.
- Secure Client Portals or Project Management Tools
Your real-time collaboration with your clients can be made quick and easy with client portals and project management tools like Trello, Basecamp and Asana. All your communication as well as, document sharing can be streamlined and organized at a single location through the use of these portals.
- Feature-rich Document Collection Software
Investing in document collection software is another trending method to gather information and documents from clients. Trending document collection software such as DocuTick offers advanced file transfer services. It comes with the advancement of creating customized request lists for clients for uploading documents. Clients can access the list via a secure link and upload files as needed.
Additionally, these methods offer the advantages of centralized organization, security, and often automating workflows in comparison to email. However, when choosing a method, consider the type of files you need, the security requirements, and your clients’ ease of use. In addition, it is recommended to ensure the chosen platform’s compliance with your business’s privacy and data security policies.
Category |
Data Collection Data Collection Software Document Collection Software DocuTick Easy Data Collection Easy Document Collection File Collection |
Tags |
Document Collection Document Collection Software Easy Document Collection |
