Tackling File Transfer with Customers in 2022

Published on 29 Aug 2019 - Updated on 12 Aug 2022

It’s 2022 and more companies are operating and working remotely than ever before. Potential customers can be anywhere around the world, accessing your website 24/7. And you need a way to send and receive business files in a secure and timely manner.

From online orders to client documents, proposals, submissions, and general file transfer with customers — these routine data transfers keep a business running.

Customer using laptop for online file transfer.

File Transfer with Customers

As communication shifts online interactions and data transfers in the cloud, it’s important to know what options there are. Do you need to send files to customers? Receive files from clients? Have files available for clients to access as needed?

Sharing links that grant clients access to a specific file or folder is one option. Using a share link lets you set up any documents to be shared, allowing the customer access them when they have time.

Perhaps you want to create a user login for clients you work with regularly so they can access files you have stored, during their business hours. Business can continue across multiple time zones without having to coordinate meetings or be present for document handoffs.

Or, you may want to embed forms directly on your website to receive files from customers. Keep your business open and receive orders and other submissions from clients anytime.

You can execute all of these with the right file transfer service. Now, let’s look at how you can execute file transfer with customers using a service such as ExaVault.

Sending and receiving files from customers.

Send Files to Customers

Sending files to someone is a common type of file transfer between businesses and customers. Customers may need receipts for purchases, documents to sign, or reports to review and approve. Cloud file sharing lets you send relevant documents to clients no matter where they are, including halfway across the globe or three blocks away.

File Sharing Options

There are a variety of ways for a business to share files. With ExaVault, you can send files directly from the web-based file manager. Choose the files you want to share, enter the recipient’s email address, and send.

Email is a great way to communicate with business associates. Plus it provides you with the client’s email address for future interactions. Quickly locate and select the file or files you want to send. Then have them sent to any recipient via email. The email includes a link that will allow your clients access and take them directly to the shared file or folder. You send the file when you have time, and the client can download and review the document at their leisure.

Another option is to get a unique share link for the file or folder you want to share. Then, simply copy and pass along the link. Send the link to your customers via chat, email, text, or however you communicate.

Share files via email or link directly from the web interface.

Additional options to customize how the file is shared are available. Add a custom message to the email. Set access controls for your share links, like password protection, expiration or maximum uses.

But sending files is just part of the transfer process.

Receive Files From Customers 24/7

Many businesses require the ability to receive files from customers, even when it is not during their business hours. Some enterprises operate 24/7 in various locations around the globe. The ability to receive files directly into your account makes this part of file transfer with customers so much easier. 

One way to receive files from customers is by setting up a receive folder in your ExaVault account. Find or create the folder you want to receive files into. This will bring up the menu to customize the receive folder. Once you have chosen the settings you want – from requiring a password or registration to setting an expiration date if desired – you can invite others to upload files directly to your account. 

Email invite for customers to upload files to a receive folder in ExaVault.

Another way to make the receive part of file transfer with customers happen is with online forms. Using a file transfer solution with an embeddable upload form allows customers to submit files to you directly from your website. No need to open a separate email application. No waiting for a response from customer service on how to submit their files.

With ExaVault, your business can customize the upload form fields to capture the registration information needed along with the files. The custom form can be embedded right on your site and allows your customers to upload files easily without leaving your website.

Customize the standard registration fields for your upload form.

What Kind of Files Can You Share?

There are many types of files you may need to share with clients besides just a paid in full receipt.

  • Receive signed contracts or business agreements.
  • Receive images needed for putting together a quote for design work.
  • Send an invoice to customers so you get paid.
  • Send diagrams or other mockups for remodeling projects.
  • Receive submissions to a contest your company is sponsoring.
  • Send requests on company letterhead as documented proof.
  • Send terms and conditions for work to be done.
  • Receive applications for internships.

No matter what types of files you need to share, the right solution can provide options for file transfer with customers that fit your business needs and enhance workflows in both directions.

Get secure file transfer for your business!

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