You will click File Requests – New Request and then add a name and description for the request. If you are using Dropbox for Business, it is easy to create, edit, and close a file request.

Some document management systems, like NetDocuments, also have client-facing interfaces to share and receive documents.

If you haven’t used your client portal because you think your clients won’t use it, you might be surprised. Many of the practice management portals have apps so your client can easily upload photos from their smartphone too. Client portals are similar functionally to the popular healthcare portal M圜hart. They will have a secure login with a username and password. Client portals provide a secure space to communicate with clients, let them pay bills, check for upcoming meetings and to-dos, access their documents and upload documents. If you use a web-based (aka SaaS) practice management application, it may have a built-in client portal. Also, check your storage limits in cloud file storage to make sure you have enough room to store the files. Do you want to receive an email notification when a file is uploaded? You may need to take extra steps to set that up. You want to make sure that it is easy for the client to use and adequately secure. That means choosing a method that is likely to get the file closest to its final resting place, so you don’t have to move it later, although that is not always possible. When you set up a way to gather files from clients you want to create the least busy work possible. And you probably have the tools to do so already! Considerations Most everyone knows how to attach files and send via email, but is there a better way? Are there a lot of files? Large files? Do the files hold sensitive information like bank records, taxes, or insurance claims? There are many ways to securely request files that will make it easier and more secure for you and your clients. There are many times you need to ask that your clients send you files.

Dropbox client portal