Demo Purchase

Requesting documents from outside

Requesting someone without an account to upload a file to a folder via a link; viewing incoming files and cancelling the link.

  • Write permission in the area to create a link; read permission to view incoming items

How to request a document from outside?

Requesting a file upload to a folder from someone without an account via a link; viewing incoming files and cancelling the link. Who can do what: Write permission in the area to create the link; read permission to view incoming files. Uploaded files go directly into the folder. The link is shown only at the moment of creation. Only the person who created the link or someone with delete permission in the area can cancel it.

The person receiving the link can upload files to that folder without a SmartFiles account; they cannot see other files in the folder.

Steps

  1. Tap the … (More actions) button of the folder where files will arrive and select Request document externally.

  2. Tap Create and send link. 1 The link is valid for 14 days and the phone's sharing screen opens; send the link via WhatsApp, email, or any app you prefer, or copy it.

  3. Optionally, tap Options first: 2 title, description of requested documents, validity period (7, 14, 30, or 90 days), password, file limit (max 500), and whether to request the uploader's name and email.

  4. Tap Incoming files below the link to view incoming files. 3 Each file shows the uploader’s name, email, size, and date.

  5. Tap Cancel and confirm to close the link.

Request document externally: single-touch connection and active links
  1. 1Connection with default settings
  2. 2Advanced settings
  3. 3List of incoming files
With demo data, Android.
Options: duration, password, file limit, and identity verification
  1. 1Validity period
  2. 2Optional password
  3. 3Request identity from uploader
With demo data, Android.
Files and uploaders from a link
  1. 1Incoming file
  2. 2Uploader and status
With demo data, Android.
"Result Uploaded files drop directly into the folder. You receive a notification when the file arrives at the link; tapping the notification opens the folder.
"Note The link is only displayed at the moment it is created. If you lose it, use Resend Link while the page is open, or create a new link.
"Tip Only the person who created the link or someone with deletion permission in the area can cancel it. Files received via the cancelled link remain in the folder.
"Info If External links are closed in the organisation is written, this feature is closed in your organisation; the organisation administrator can enable it from settings.

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