Agents frequently need to request files from clients on a daily basis, but using email for this purpose has become increasingly difficult to track and organize. Email-based file requests often lead to misplaced files, missed email responses with attachments, and challenges in managing large file sizes. This popular but inefficient method results in a disorganized client roster and an inability to handle oversized files effectively. Our application addresses these challenges by automating the entire file request and management process.
All the agent needs to do is manually click 'send' on the pre-written email template, which includes a secure link for file uploads. The Secure File Request App automatically creates a new folder in the agent's Syncplicity, OneDrive, Dropbox, ShareFile, or Box cloud repository. These folders are organized by time, date, and email to ensure easy navigation as the client uploads the file.
The Secure File Request App can handle both individual files and bulk uploads of up to 10GB. Application administrators have the ability to set global limits for all users. Secure File Request provides a web portal experience tailored to match the enterprise’s branding and does not require clients to create login accounts for file uploads. Additionally, it seamlessly integrates with services like OneDrive, Syncplicity, Dropbox, ShareFile, and Box without requiring reconfiguration to allow external users to upload files, ensuring your organization's IT security posture remains intact.
The Secure File Request Application is fully customizable, allowing edits for:
Company branding
Email templates
Types of notifications
File sizes
Number of files
File types
Security policies
Our application allows you to utilize any of the following secure file repository solutions:
Box
Dropbox
Syncplicity
OneDrive
Egnyte
SharePoint
Backflipt’s Secure File Request Application integrates with these solutions, providing complete flexibility to leverage your existing systems.