Follow the document from request to return
Plan the exchange in four parts: intake, delivery, feedback and closeout. Keep receipt separate from checking a document and keep the next action clear.
26 posts tagged "workflow"
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Client Portal Adoption: Invitations and Follow-Ups
Client portal adoption starts with a task the client understands. Introduce the portal with one document they need to send or receive, explain the access step and ask what blocked them if they do not…
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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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Client Document Management: Exchange or Full DMS?
Client document management starts with deciding where documents belong and who maintains them. Use a client portal for the exchange with each client, and keep internal working files and required…
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Onboard a New Client Without a Week of Email
Onboard a new client by preparing the document list and upload destination before sending the welcome message. Explain what to send, what depends on another person and when you will review it. The…
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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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Why Clients Don't Send Documents (And What to Do)
Clients may not send documents because the request is unclear, the record is unavailable or they cannot act when they read the message. Some are also unwilling to share. Find out which obstacle…
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Client Onboarding Document Checklist (By Profession)
A client onboarding document checklist tells your client what to send, which period it should cover and what makes each item complete. Keep it to the documents needed for the agreed work, with one…
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Project Management With a Client Portal
Project management with a client portal can mean shared tasks inside one platform or a separate document portal alongside an internal project tool. Choose by what clients must do: manage work with…
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Client Sign-Off: A Clear Request Without the Chase
Client sign-off starts with a request that names the document, the decision and the agreed response date. Put that request beside the file, ask the client to explain what they reviewed and follow up…
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Renovation Progress Updates With Photos and Reports
Share renovation progress with dated photos, a short written update and one clear question when the homeowner needs to decide something. Agree when you will send updates so the client knows where to…
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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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A Client Portal Without Project Management
A client portal without project management gives clients a place to receive deliverables and send documents back while your team runs tasks elsewhere. Droplana is a client document portal with…
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Before and After Photos: The Right Way to Send Them
Send before and after photos as a named pair, taken from a similar position, with a short explanation of what changed. Give the client a place to return a question or an additional photo. Droplana is…
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A Client Portal Without a CRM
A client portal without a CRM lets you exchange documents without adopting a sales pipeline. You still maintain a client name and contact details for portal access. The useful separation is between…
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How to Build a Document Approval Workflow With Clients
A document approval workflow should say which file needs review, what the client must decide and who will follow up. Droplana provides file comments, reversible status markers and in-browser PDF…
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Sign and Return: Get Signed Contracts Back From Clients
To get signed contracts back from clients, give them one place to sign and return the document. The client signs the PDF in the browser, or uploads a copy they already signed on paper, and it lands…
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Wedding Planning Documents Without the Email Chaos
Wedding planning documents need a clear home for the couple and a separate handoff for vendors. Send a named planning pack, ask the couple to return specific updates and explain which version is…
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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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How to Collect Photos From Clients
To collect photos from clients, specify the views you need and give them a place to upload the original files. Ask for enough context to understand each image, then check the result before deciding…
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How to Collect Documents From Clients Without a Scanner
To collect documents from clients without a scanner, accept an original digital file or a readable photograph where it suits the request. Give the client one return location, name every required page…
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How to Send Documents to Clients for Review
To send documents to clients, upload a clearly named file, tell the client what response you need and agree how long it will remain available. A download can show that a file was retrieved; it does…
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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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Stop Running Client Work Out of Email
Look at your inbox right now and count the threads with active clients. If most of them are about files, versions and documents you are still waiting for, your client work has outgrown email. Move…
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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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