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Overview

File Requests let you collect documents from clients, vendors, or anyone by email. Recipients upload files through a secure link or simply reply with attachments—no account needed. Files land in your workspace, automatically renamed and organized.

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Managing File Requests

Navigate to Settings > File Requests to see all your file requests, their status, and create new ones.
File Requests dashboard showing past requests and their status
Each request shows the number of respondents, files received, time since creation, and status (Active or Closed). Click + New request to create a new one.

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How It Works

1

Create a Request

Click + New request to open the request form. Fill in the details:
  • Title (required) — e.g., “Q4 Tax Documents”
  • Message to recipients (optional) — instructions for your recipients
  • Recipients — email (required) and name (optional), add as many as needed
  • Required documents (optional) — add a checklist of specific documents you need
  • Destination — choose which folder files land in (defaults to Root)
  • Expires — optionally set an expiration date
New file request modal with title, recipients, and settings
Expand More options for additional settings:
  • Auto-organize uploads — AI sorts incoming files into subfolders automatically (off by default)
  • Rename uploaded files — define a naming pattern using variables like {recipient_name}, {original_name}, {recipient}, {email}, {date}, {title}, {document_name}
  • Smart reminders — auto-remind recipients who haven’t uploaded yet (off by default)
  • Completion email — get notified by email when a recipient uploads files (on by default)
More options: auto-organize, rename pattern, smart reminders, and completion email
Click Send Request when ready.
2

They Upload or Reply

Recipients receive an email with a secure link. They see the request title, your message, and the document checklist. They can upload files to each slot, replace uploaded files, or upload additional files. They can also reply to the request email with attachments instead.No Drive AI account is required.
Recipient view showing the file upload page with document checklist and progress
3

Files Organize Automatically

Uploaded documents land in your workspace, auto-renamed and organized based on your rules.

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Document Checklists

Specify the exact documents you need from each recipient. For example:
  • W-2 forms
  • Profit & loss statements
  • Bank statements
  • Government-issued ID
  • Signed contracts
Recipients see a clear checklist interface and upload each file to the correct slot. You can track completion per recipient in real time.

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Two Ways to Respond

Recipients can submit files in whichever way is easiest for them:
MethodHow It Works
Upload via secure linkRecipients click the link, see a clean upload page, and drag-and-drop files. No login required.
Reply with attachmentsRecipients simply reply to the request email with files attached. They are captured automatically.
The reply-with-attachments option is great for less technical recipients who are more comfortable with email.

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Smart Reminders

Stop chasing people for documents. Enable auto-reminders for incomplete submissions:
  • Daily — a reminder every day until complete
  • Every 3 days — a gentler cadence
  • Weekly — a light-touch reminder
Reminders are sent automatically to recipients who have not yet submitted all requested documents.

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Reusable Templates

Save your document checklists as templates and reuse them:
  1. Create a checklist (e.g., “New Client Onboarding” with ID, contract, tax forms)
  2. Save it as a template
  3. Apply the template in one click for future requests
This is especially useful for recurring workflows like tax season, employee onboarding, or client intake.

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Organization Rules

Control how incoming files are organized in your workspace:
OptionDescription
Destination folderChoose the folder where files are placed
Rename patternsUse variables like {recipient}_{document} for consistent naming
Plain English rulesDescribe your organization rules in natural language and the AI handles placement

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Auto-Rename

Files arrive consistently named based on patterns you define. No more IMG_4032.pdf or Document (3).docx—every file follows your naming convention.

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Tracking Submissions

Each file request includes a tracking dashboard where you can see:
  • Per-recipient status — pending, in progress, or complete
  • Which documents each person has submitted
  • Which documents are still missing
  • Submission timestamps for each file

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Use Cases

Accountants

Collect tax documents and financial statements from clients at year-end.

Real Estate

Gather contracts, inspections, and disclosures from buyers and title companies.

Law Firms

Request discovery documents, agreements, and evidence from clients and opposing counsel.

HR Teams

Collect onboarding paperwork, IDs, and signed offer letters from new hires.

Insurance

Request certificates, policy documents, and claims evidence.

Agencies

Collect deliverables, approvals, and signed SOWs from clients.

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Security

  • Unique, time-limited links — each request generates a secure upload link specific to that recipient
  • AES-256 encryption — files are encrypted at rest and in transit (TLS)
  • No account required — recipients upload without creating an account
  • Workspace isolation — only workspace members can access uploaded files
  • Large file support — supports files larger than typical email attachment limits

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What’s Next?

File Sharing

Share files and folders with granular permissions.

E-Sign

Send PDFs for electronic signatures.