Send file with a request for a file

Discussion in 'Feature Requests' started by Peter Sharp, Nov 30, 2018.

  1. Peter Sharp

    Peter Sharp New Member

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    Hello,
    We have a couple departments testing liquidfiles currently and the response has generally been good. At least one department asked if if it was possible to send a file and a request for a file at the same time.
    For instance:
    HR sends a tax form to an incoming employee asking them to fill out the PDF and send it back

    Or alternatively be able to send a file using "request file"
    We've set up some file drops that sort of accomplish what we are hoping to do.

    Thank you,

    Peter
     
  2. David

    David Administrator
    Staff Member

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    The FileRequest in the web does not have the option to upload a file within the request message.
    Currently you have following options:

    1) With the Outlook Client it's possible to achieve that, there is built in FileRequest creator, which generate the FileRequest URL to the composed email. In that email sender can then attach the empty tax form, and booth, FileRequest's URL and the tax form will be sent to the client.

    2) As you mentioned there is possible to send the Secure message with the tax form and paste there a link to some FileDrop (like https://lf.dom.com/filedrop/taxdrop) where the client drops the filled tax form back to you.

    3) You can also send a FileRequest where will be URL to a FileLink with the tax form from where the client will be able to download it, and via the FileRequest will send it back to you. (The Filelink should have longer expiration time f.e. up to 3650 days (10yrs))
     

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