Articles & Guides

Practical guides on collecting files from anyone, anywhere — uploading to Google Drive, Dropbox, OneDrive, Box, and SharePoint, embedding upload forms on your website, and building better file-collection workflows.

11 min read

Construction Technology That Feels Personal: How US Custom Creations Wins the High-End Home

US Custom Creations quotes high-end outdoor living jobs without a site visit. Tyler Cox explains the process that replaced a backpack full of manila envelopes.

9 min read

Nonprofit Data Migration: Move Everything but the Mess

Rooted Software moves nonprofits off aging donor databases. Toby Weiss and Barnabas Lee explain why the hard part of a migration was never carrying the boxes.

10 min read

Introducing the New EZ File Drop

A ground-up rebuild of EZ File Drop is here, led by our two most requested features: conditional logic and custom domains.

8 min read

Creative Agency Workflows: Automate Everything but the Work

Blue Bear Creative runs a 12-person agency for food and beverage brands. Co-founder Alex Oesterle explains the rule behind it: systematize overhead, protect the creative, never confuse the two.

12 min read

4 Easy Ways to Upload Files to Google Drive

Four practical ways to get files into Google Drive: the web interface, the desktop app, the mobile app, and an upload form that lets others send files to your Drive without a Google account.

10 min read

How to Make a Branded Upload Portal for Box

Box File Request can't carry your logo, colors, or embed on your site. Build a branded upload portal instead: your brand on the page, files delivered straight into your Box account.

11 min read

How to Create a WordPress File Upload Form Without a Plugin

Add a file upload form to WordPress without installing a plugin. Paste one embed snippet into the block editor or your page builder and route files straight to your cloud storage.

13 min read

How to Create a Client Intake Form for Law Firms

What belongs on a law firm client intake form, what should wait for the consultation, and how to collect intake documents by client and matter. Includes sample disclaimer language.

11 min read

Can a Dropbox File Request Be Used to Collect Files From People?

Dropbox File Request lets anyone upload to your Dropbox without an account. Here's what it does well, where it falls short, and what to use when you need more.

9 min read

How to Add a File Upload Form to Squarespace

Squarespace has no native file upload field and no plugin that adds one. Here's how to embed a branded file upload form that routes straight to your own cloud storage.