We’ve all been in that situation. You’re working on a client’s tax return, lacking a document or the answer to a query. You’ve asked for it three times in three days. They don’t provide you with what you’re looking for, and they don’t even answer your several emails. And you’re trapped; without their help, you can’t go ahead. It’s annoying and inconvenient, but it also cuts your revenues since you’re wasting time asking them to react again rather than focusing on other customers.
Consider what it would be like if every customer was always on top of things and you always had precisely what you needed when you wanted it. Regrettably, no consumer is perfect (shocking and disappointing, I know) ideal customer (surprising and disappointing, I know). What’s the good news, then? You may do a few things to assist your customers in staying on top of things, particularly when it comes to acquiring what you need to execute your work.
Understanding Our Clients’ Form Requirements
Clients operate in various sectors, and thus when requesting files from customers, they frequently have varied criteria. The support team at our company has accumulated a large number of feature requests for a customizable upload form. Because we keep track of feature requests, it was clear that creating an embeddable form builder would be a great way to enhance our product and the user experience. Everyone is facing problems in the collection and storage of files nowadays. By accounting for this problem, File request pro is a digital company providing its best services to collect files from customers without manipulating their data.
WAYS TO COLLECT FILES
Email is an easy and professional communication route; it is still common for agencies to request customer files. However, these are some of the concerns you may have can encounter:
- Limits on file size
When customers want to give you huge files like poster graphics, one of the main drawbacks of utilizing email to receive files limits file sizes. You do not want to put your consumers in this situation in the position to deal with this irritating warning.
What happens is that they contacted you to say they attempted to send you the file but were unable to. Now either you are stuck spending time hunting for an alternative.
If you need to gather many files, there’s a greater probability that something may go missing.
- Attachments are being lost in endless email threads.
The second issue with email is that you lose attachments deep inside email threads, mainly when customers send many files. Is this something you’ve heard before?
* Open the email check for the attachment, but it’s not there. *Close the email.
* Go to the following email in the thread and search for an attachment; it’s not there. *Close the email.
Another tremendous waste of time!
However, if you insist on using email, there are a few things you can do to keep organized:
- Create folders on your desktop for each customer or project, and then transfer attachments into these folders as they arrive. It will save you some time while browsing through posts.
- Make a spreadsheet or a checklist to track what’s been requested, what’s still on hold, and which version you have on file.
- To prevent receiving erroneous material, make your request emails as explicit as possible. Ensure you specify how you want the files sent in your email, including the file type (e.g., PDF, not JPEG), picture orientation, file name, etc.
As we talk about, File request pro has many experts making progress of their company day by day and ranking them on the top in the market. Privacy and security of the users’ data is the priority of this company. A safe place to request files from customers to store your data under a single cloud is a highly recommended file request pro.
- Dropbox file
Dropbox file requests enable you to make file requests from anybody and collect them directly into your Dropbox account. About file requests:
- All files you acquire are automatically categorized into the Dropbox folders you choose.
- Individuals who submit files to your file request will not have access to your Dropbox account. Unless you want to share them, only you may read files submitted by others.
Please keep in mind that any files gathered through a file request will use space in your Dropbox account. Check your available storage space to verify that you have enough room to receive your requested files. If there is insufficient capacity for the files you’re asking for, recipients may see an error while attempting to upload. Dropbox users on the Basic, Plus, or Family plan are limited to uploading up to 2 GB files. Consider utilizing a shared link for files bigger than 2 GB. Professional users may accept files with a maximum size of 50 GB.
- One Drive Microsoft
One unique feature that differentiates OneDrive from the competition is the ability to password-protect your files if you’d want to add a layer of defense.
However, OneDrive needs your customers to sign up for a Microsoft OneDrive account to submit files. Every time you sign up for OneDrive, you get 5GB of free storage space, and you can add more various upgrade options for personal and commercial use
