Client Doc Upload Link with Limited File Types

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Charles Wild

• 2022年04月14日 19:18

I am a tax preparer and I need to collect documents from clients to do their tax returns.  I HATE it when they email me pics of documents or send their stuff in piecemeal.  Ideally, I'd send them an upload link that would only accept .pdf, .xls, .doc files.  Is BOX capable of this?

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  France

  • 2022年04月14日 21:04
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  Hi Charles, 

  Welcome to the Box Community, I'm happy to help!

  It sounds like you can achieve this goal using Box File Request feature. This feature is currently available to any paid Box subscription and it gives you a fast and secure way to request and obtain files, plus associated metadata, from anyone.  Using an easy, drag-and-drop graphic interface, you create a Web form that enables you to:

  • Securely request files from people without adding collaborators on a folder
  • Gather additional information with metadata attribute fields, which you can set as required/optional
  • Enable extra security and email validation with link settings
  • Kick off automated workflows using Box Relay

  The following articles further explain how to use File Request to quickly build a Web form anyone can use to upload content:

  • Introducing Box File Request
  • Using File Request to get Content from Anyone
  • How Content Submitters View and Use File Request

  Thanks for reaching out and if you have any questions, please let us know and I would be more than happy to help!

  Regards,

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  Charles Wild

  • 2022年04月14日 23:16

  That’s awesome! Thanks

  Can I limit the file types they upload?

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