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

Click the + button to add a new source.

Navigation - Add 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 source - Manual upload

Send invitations

Add a personal note, and send out the invitations.

Manual upload source - Send invites

Track and modify

View contacts, and modify or resend invitations as necessary.

Manual upload source - view

Understand your customers' file sending experience

Learn how customers send files using their Customer Portal.

About ImportFeed

ImportFeed makes collecting, sorting, and organizing documents a breeze.

Join ImportFeed today to start receiving clients documents and scale.

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