File requests overview in Dropbox DocSend
In this article
The information in this article applies to customers on DocSend Standard, Advanced, Advanced Data Rooms, and Enterprise.
Note: External contacts can upload files without a DocSend account. External contacts can only select files from their device; uploading directly from cloud providers isn’t supported.
Types of file requests
File requests (standalone)
Standalone file requests have their own dedicated links. All files uploaded by visitors using the file request link will be uploaded directly to a team folder within Content library. Standalone file requests can be managed from the file requests page.
Note: External contacts can upload files without a DocSend account. External contacts can only select files from their device; uploading directly from cloud providers isn’t supported.
Space file requests
A Space file request exists only in a Space and doesn’t have its own dedicated link. When an external contact uploads files using a Space file request, those files will be immediately visible to anyone with access to the Space. To control visibility, you can hide the file by disallowing access, or for customers on Advanced or Enterprise, apply Granular Space Permissions.
Note: Internal visits to file requests are always tracked, regardless of company setting configuration.
Create a file request
To create a standalone file request:
- Log in to docsend.com.
- Click File requests in the left side bar.
- Click Create file request.
- Complete the fields listed and configure your desired settings.
- Click Continue.
- Click Create file request.
- Click Copy request link or Copy to clipboard to share.
File request settings
Fields:
- Account Name (Recommended): The account/organization of the external contact.
- Request Name (Recommended): The name of the file request.If left blank, the title auto-populates to “Untitled File Request”.
- Message (Optional): A note included in the prompt for your external contacts.
- Folder for the files you receive (Required): Choose where uploads will be stored in your Content library.
Settings:
- Require email to access (Required): External contacts must enter their name and email to upload files.
- Expiration date
- Passcode
Note: Visits to file requests aren’t shown in the Recent visits dashboard, Accounts page, or Contacts page.
Manage file requests
From File requests, you can switch between My requests and All requests to track uploads, check associated Spaces, and see who created each link.
- Permissions: Admins can update both their own and members’ file requests, but not each other’s. Members can only update their own.
- Visibility: File requests in personal folders are visible only to the requestor and account owner(s). Non-personal folders are visible to all team members, or sub-teams for Enterprise accounts.
Update file request fields and settings
To update file request fields and settings, follow these steps:
Note: Space file requests can only be modified from the relevant Space.
- Log in to docsend.com.
- Click File requests in the left sidebar.
- Navigate to the desired file requests you want to update.
- Click (more options).
- Click Edit file request.
- Update your file requests fields and settings.
- Click Update file requests to save changes.
Link accessibility settings
To manage access to file requests:
- Log in to docsend.com.
- Click File requests in the left sidebar.
- Navigate to the desired file requests you want to update.
- Toggle Link accessibility to adjust access to link.
Receive a file request
Once your external contact starts uploading files:
- You'll receive an email notification that includes a direct link to the uploaded files associated with the file request. This notification will also include the uploader’s name, email address, file request account name, and location.
- A Space file request notification will take you directly to the Space associated with the Space file request.
- Files uploads using the file request workflow will be tagged with a yellow received tag.
Note: Uploading files from cloud providers isn’t supported.
Delete a file request
Deleting a file request permanently disables the link and prevents future uploads. Files uploaded before deletion remain in your account.
Note: Space file requests can only be deleted from the File requests page. Once deleted, they can’t be recovered.
- Log in to docsend.com.
- Click File requests in the left sidebar.
- Navigate to the desired file request you want to delete.
- Click
(more options). - Click Delete.
- Click Delete to confirm.
Recipient (external contact) experience
When a recipient opens a file request link, they’ll be prompted to drag and drop files or select them from their device.
- Recipients can click (Add More) to upload multiple files.
- Once files are uploaded, the recipient can choose to add more.
- The file request owner receives an email notification containing a link to the uploaded files, along with the uploader’s details.
Note: Uploading files from cloud providers is not supported.
Request files in a Space
Create a file request to allow visitors to upload files directly into your Space. Uploaded files are immediately visible to collaborators.
To create a file request:
- Log in to docsend.com.
- Click Spaces.
- Select the Space you’d like to request files from.
- Select Request files.
- Select Request files from anyone or Request files from a specific person.
- Complete the file request fields.
- Click Change folder to update where the uploaded files will live.
- Click Create file request.
- Click Select a space link to share the Space link so you can start collecting uploads.
File requests are tied to the Space and can be managed directly from your Space or removed at any time. Deleting a request can't be undone.
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