The advantage of file upload software is that you get a more sophisticated, customisable and repeatable experience than with workarounds. There are a number of file upload services like FileInvite and File Request Pro which have a native integration with SharePoint. It is focused on file collection and is considerably more light-weight (and priced with this in mind). These pages allow you to easily gather files from anyone.įile upload software is different to client interaction hubs like Ignite and Huddle. One simple option is to use file upload software that specialises in providing customisable file upload pages. Use file upload software to create a SharePoint file request form The security implications of letting clients access your SharePoint folders (even less sensitive ones as read only ) also needs to be considered. If your client is logged into their own Microsoft account they’ll also get an error message when they try to upload files to your folder. Your admin will need to regularly (or continuously) create folders and sort permissions. This is a workaround of sorts, but is time-consuming and tricky for your clients. You can share folders with clients outside your organisation, although this option is not available in SharePoint Server 2019.
Give your customers access to your SharePoint folders The disadvantages are the same as for using OneDrive for file requests. Services like Attach2Cloud also use OneDrive to allow you to collect files through Outlook. Limitations include the inability to collect extra information using forms, the complete lack of branding options and the inability to automate reminder emails. You will need a business or school account.įor more information about how to use the file request OneDrive feature, as well as its limitations, look at our article on Microsoft OneDrive. You can then use Power Automate to automate sending the files to SharePoint.īe aware though, that the file request OneDrive feature is not available for Office 365 Government, Office 365 operated by 21Vianet, OneDrive for home, or Office 365 Germany though. One workaround option is to use the file request feature of OneDrive to request files ( see this Microsoft tutorial). Use SharePoint and OneDrive to send a file request Which is your best option for collecting files from external partners using SharePoint? 1.
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