Send and receive client files
Choose a guide for the next exchange: send a document, collect a file, ask for feedback or check access. The client needs to know where to go and what to do.
18 posts tagged "file sharing"
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Why Is Sharing a File With a Client Still So Hard?
To share a file with a client, you need more than a download location: the right person must be able to open it, know how long it will stay available and have a way to send a file back. A private…
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What Real Estate Agents Use to Share Documents With Buyers
Real estate agents can share documents with buyers through email, a file-sharing service or a transaction system, depending on the work. A client portal fits an ongoing exchange where the agent sends…
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File Sharing Without WhatsApp: What Professionals Use
File sharing without WhatsApp can mean moving the documents while keeping the conversation. Choose one place for files that both sides need to find again, then use chat to point to that place.…
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What 'EU-Hosted' Actually Means for Client Data
"EU-hosted" means the servers holding your data are in the European Union, and on its own it says nothing about backups, sub-processors or who runs the company. The label appears on a great many…
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Collecting Files Is Harder Than Sending Them
Almost every file-sharing tool is designed around one direction: you have a file, someone else needs it, here is a link. That problem was solved a long time ago, and solved well. Collecting files…
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File Sharing for Small Business Clients: A Practical Guide
File sharing for small business clients works best when both sides know where to send a file and what to do next. Try one complete exchange with one client before changing how everyone works.…
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Secure Client Portal: What to Check Before You Choose
Judge a secure client portal by asking what each control protects and where its evidence is. A private link, Germany hosting or an encryption label alone cannot tell you whether a tool fits your…
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Event Photo Delivery: When WeTransfer Links Expire
For event photo delivery, agree how long the files will be available and tell the client when to save their own copies. If a WeTransfer link has expired, check whether recovery is available or…
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How to Collect Tax Documents from Clients Without Email
It is the week before your VAT or tax deadline. Your inbox holds dozens of emails from clients sending invoices, bank statements, payroll records and receipts, and some of them went to a colleague…
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How to Share Architectural Drawings With Clients
To share architectural drawings with clients, export a readable PDF, name the revision and tell the client exactly which set to review. Collect their site survey or…
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File Sharing for Professional Services: A Practical Guide
File sharing for professional services should match the exchange: collecting client evidence, reviewing a draft or delivering completed work. Decide what must come back, who needs access and where…
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Client Portal Security: Three Levels Explained
Client portal security depends on what grants access, not whether the client creates an account. Droplana has three business-wide levels: Strict, Controlled and Relaxed. Strict is the default and…
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GDPR-Compliant File Transfer and Sharing With Clients
GDPR-compliant file transfer and file sharing with clients comes down to a few checks: a Data Processing Agreement with the tool, a known storage location, access that only the right client has, and…
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How to Collect Files From Clients: Request to Review
To collect files from clients, name what you need, show what counts as a usable response and give the client one place to upload it. Review supplied files and follow up on the missing or incorrect…
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How to Send Large Video Files to Clients
To send large video files to clients, export the agreed format, check the actual file size and choose a service that can accept every deliverable. Droplana supports 100 MB per file on Free, 1 GB on…
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How to Send Large Files to Clients
To send large files to clients, check the size of each file, choose a delivery method that supports it, and tell the recipient what to download or return. For documents and design assets, Droplana…
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Client File Approval Tool: An Agency Review Process
A client file approval tool gives an agency and its client one place to review a named deliverable, leave comments and record a response. In Droplana, that means per-file comments and reversible…
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How to Share Files With Clients Without the Chaos
To share files with clients, give each client one place to receive documents, send files back and leave feedback. A simple client portal keeps that exchange together without asking you to set up…
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