Receive Files From Customers

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.

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.)

Send invitations

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.