“Can I have my Clients upload directly to my pages”? Today, is that day.
The newly released Client Expry-Share is now available in Redocd! This feature is revolutionary because it allows you and your team to build out your pages, folders, and everything else needed to collaborate as a team…and then…share a limited access portal for clients to upload their files into the right spots in your team pages.
Why is this so important?
This feature allows you to give your Client ‘map’ of where to upload their documents (& shareable links too) and include instructions and additional details for your Client…all by sharing a single link. Save yourself from the back and forth of emailing with your Client, or from the hassle of giving your Client a “dump-everything folder” to later re-organize every file and link later. No more.
How it Works
Prep the Page
First, simply Clone your last flashpage. This page will have your existing folder workflow on it and cloning will create a new ‘shell flashpage’, maintaining your team’s current folder structure / workflow.
Next, click the Share button, and choose to either copy the link, or email it directly to your Client with an optional note.
Also, you can ‘prep’ the flashpage with details and files that your Client may need. For example, if your Client needs to upload several documents, you can include some instructions on the flashpage, along with other attachments to help them with the process.
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Wait for the Magic
The best part: let your Client do the work for you, and do that work in the right places. When providing them access to your flashpage, your internal information is protected as your Client can only do a certain number of actions:
- Upload documents
- Upload link-shared files
- Add a note
Your client won’t see your team’s internal conversations, meeting notes, or even the meta data about the flashpage that you’ve shared.
Enjoy the organization…with your Organization
Even while the Client is doing their work, your team can see the entire picture and can continue to do their work. And after the Client is done, the link expires, your system is updated and organized, and your team is ready for more collaboration.
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To learn more about this feature or any other features, simple request a Demo!