Tackling File Transfer With Customers in 2019

With many companies operating globally and having websites accessed by customers 24/7, you need a way to securely share files and data when needed. From online orders to client documents, proposal submissions, and general file transfer with customers — these routine transfers keep a business running.

First, you need to decide how you want to share files. There is cloud SFTP which businesses love for secure transfer of large files. You can share links that grant client access to a specific file or folder. 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. Or, you may want to embed forms directly on your website to receive files from customers. You can execute all of these with a file transfer service like ExaVault. 

Customer using laptop for online file transfer.

Send Files to Customers

Sending files is a common type of file transfer with 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. 

There are a variety of ways for a business to share files. With ExaVault you can send files via chat, email, or simply copy and pass along a link. 

Email is a great way to communicate with business associates. Plus it provides you with their email address for future interactions. Quickly locate and select the file or files you want to send in your account and have them sent to any recipient via email. The link in the email will allow them 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.

Additional options to customize how the file is shared are available. You can add a subject line and custom message to the email. You can choose to get delivery receipts or notifications, so you know when the document was viewed or downloaded.

File transfer process
Receive files from customers

Receive Files From Customers 24/7

Many businesses need to be able to receive files from customers, even when it is not during their business hours. And 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 the folder you want to receive files into and select the “receive” option.  This will bring up the menu to customize the receive folder. Once you have chosen the settings you want – from requiring a password to delivery receipts and expiration date if desired – you can invite others to upload files directly to your account. 

Email invite to upload files to receive folder.

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 use the customizable Form Builder to create an upload form. The custom form can be embedded right on your site and allows your customers to upload files easily. There’s even drag and drop functionality when creating the form, and for clients when selecting files to upload.

Customize your receive form

What kind of files can you share?

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

  • Receive signed contracts or other business agreements. 
  • Receive images needed for putting together a quote for design work.
  • Send an invoice to customers so you can 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.