How to Collect Files From Clients the Clean Way

Stop asking clients to email attachments or figure out your shared drive. Send them one link where they drop files; everything lands in one place.

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Every service business has the intake problem: accountants collecting tax documents, lawyers collecting case files, designers collecting brand assets, agencies collecting content. Email attachments scatter across threads and hit size caps; shared Google Drive folders require the client to have the right account and you to configure permissions correctly (they will email you "it says I need access"). A file-request form inverts the flow: you send a link, they drag files onto a page, done — no account on their side, no permissions on yours.

Step by step

  1. 1

    Create a form at foldr.space/forms

    Foldr Forms is a paid feature: name the form, add fields for whatever context you need (name, matter/project reference), enable file uploads.

  2. 2

    Send the form link to your client

    Email it once, or embed it on your website's "client portal" page. The same link works for every client if you include a name field.

  3. 3

    Clients drag their files in

    Any device, any browser, no account. They see a confirmation; you see the submission.

  4. 4

    Review submissions in one place

    Every file arrives organized by submission with its form answers attached — no inbox archaeology.

Frequently asked questions

What's wrong with a shared Drive/Dropbox folder?

Two failure modes: permissions (clients on the wrong account, "request access" loops) and structure (clients dumping files into the wrong subfolder, overwriting each other). A form gives them zero ways to get it wrong.

Is this appropriate for sensitive documents?

Uploads run over HTTPS to unlisted storage. For regulated work, pair with your engagement-letter terms; Foldr is DMCA-compliant and Stripe-secured. Law firms and financial teams use exactly this pattern for intake.

Can clients send huge files this way?

Yes — file-size handling follows your plan's limits, far beyond email caps either way.

Do clients need to sign up?

Never. That's the point — the person you're asking a favor of (or billing) should not be doing account setup homework.

Related how-tos

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Drop a file, get a link, send to anyone.

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