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File sharing is a staple activity within any business. Due to security reasons and other inconveniences, many of them are on the lookout for a safer yet a convenient means for file sharing. With the advancement of technology, there are innumerous options available today. Here are some optimal file upload techniques and platforms which you can consider for your business:

Online Portals and Cloud Storage Service

Online portals are where your clients can log in and easily upload their files direct. It provides a dedicated space for file exchange and ensures data security.

Google Drive, Dropbox, and OneDrive are some of the common cloud storage services which businesses use for easy file sharing. All you have to do for this is to set up a shared folder in which your clients can upload their files and documents.

Integrate Document Collection and Project Management Software

Document collection software are another helpful solutions which allow you to create customizable online forms. You will never have regret upon investing for the same as it comes with many advanced automated data extraction and validation features. Document collection software such as DocuTick are some of the emerging ones.

In addition, for businesses which are already using CRM or Project Management Software can also consider integrating a file upload advancement to the same. This will help your clients to upload their files within this platform itself.

Conventional Email Attachments

Sending files as email attachments is a commonly followed method for file sharing. However, this cannot be recommended for sending files with larger size, as there are size limitations. Also, they can be less organized.

File Transfer and File Transfer Protocol (FTP)

When you are limited in space and need to share files with others, you may consider using file transfer services like WeTransfer, Filemail or SendAnywhere. They provide you the convenience of uploading larger files, as well as download links to save the files.

Also, you can consider setting up FTP servers, in case you have technologically adept clients. Technological knowledge is a requirement for using this method.

Mobile App and Related Services

If you are using a dedicated mobile application for your business, you may consider integrating file upload features to the same. This enables your clients to directly upload their documents using the convenience of their smartphones or tablets.

Your clients can also use messaging apps such as Slack, WhatsApp, or Microsoft Teams for sending files. In the meantime, it’s important to keep data privacy and security in mind.

 QR Codes or NFC Tags

QR codes or NFC tags can be provided to clients at physical locations, so that they can upload files when scanned.

Web Forms on Your Website

Creating web forms is another simple, straightforward and accessible method for document collection. If you add this in your website itself, your clients can conveniently upload their documents at the given space without any hassle.

Moreover, for selection of client file upload software solely depends on the nature of your business and the level of convenience you would want to offer your clients.  Security, ease of use, file size limitations, compatibility with your business processes, and your clients’ technological comfort levels are some of the other factors which you should consider prior to your selection process. You can also consider discussing with your clients to decide on their preferred method for file upload, which would make the entire processing smooth and easy.