Receive Files From Customers
How to Invite Your Customers to Securely Send Files
Your customers can securely send files using any method they prefer:
- Using a dedicated email address, customers can send emails with attachments or links, or forward emails they’ve received.
- In their personal Customer Portal, customers can can upload, access, and add extra information about their files.
Create a source
+ button to add a new source.
Add your customers' information
- The name of their organization.
- The name and optionally email address and/or phone number whoever will be sending files on behalf of that organization.
(You’ll be able to modify this later.)
Add a personal note, and send out the invitations.
Track and modify
View contacts, and modify or resend invitations as necessary.
Understand your customers' file sending experience
Learn how customers send files using their Customer Portal.
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