I find the file request link useful. It lets me request documents without asking clients to navigate our folder structure, and clients can upload large batches without splitting them into smaller files, so I don’t have to piece them back together. I also like that I can set an expiration date for shareable links. Upload status notifications let me know when requested paperwork arrives without repeatedly opening the folder, so I can pick work back up when a missing document was holding it up. Review collected by and hosted on G2.com.

I find the setup quite difficult. Creating the account and uploading files are simple, but setting up the folder structure, staff access, and consistent folder names took us around three days. Some clients are unsure whether they have finished uploading or need to take another step. I’d like a more prominent completion message showing exactly which files were received, so I get fewer confirmation emails. With several staff members involved, I also have to double-check who can access each client folder. A clearer “view as this user” option would make it easier to verify access before sharing files. Review collected by and hosted on G2.com.