Receive Files From Clients

How to Invite Your Clients to Securely Send Files

Your clients can securely send files using any method they prefer:

  • Using a dedicated email address, clients can send emails with attachments or links, or forward emails they've received.
  • In their personal Client Portal, clients 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 clients’ 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 clients’ file sending experience

Learn how clients send files using their Client Portal.

About ImportFeed

ImportFeed makes it easy and safe to receive and process files online. List your sources and receive files right away.

Join ImportFeed today to set up a reliable incoming pipeline and reduce integration effort.

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