FILES: File Requests

VIDEO: Quickly & Easily Share Files

What is a File Request?

If you need files or documents from a Contact, Staff member or even someone who is not registered in your account, you can use File Requests to easily collect those files/documents. File sizes up to 10GB are supported, so no more hearing "I tried to send the file, but it was too big to attach to an email... what do I do now?"

How to start a File Request

Navigate to the FILES sector of the platform, and look for Request Files button at the top of your screen.

You will then see a pop-up dialogue window where you can customize the "destination folder" for any files that are uploaded through this File Request.

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