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.

9 min read

Can Webflow Forms Accept File Uploads? Yes, With Limits

Webflow's native File upload button only works on Premium and upper Ecommerce plans, takes one 10 MB file per button, and keeps files in Webflow. What it does, why uploads fail, and an embedded form for any paid plan.

14 min read

Bookkeeping Client Onboarding Checklist: 12 Steps

A 12-step checklist for onboarding new bookkeeping clients, the documents to request by category, and a one-link setup that sorts every file by client and category in your own cloud storage.

10 min read

How to Receive Large Files From Clients (Without Email Limits)

Why email can't carry large files from clients, where zipping, Drive links, and transfer services fall short, and a five-step setup that delivers every file into your own cloud storage.

10 min read

Can External Users Upload Files to SharePoint Without Signing In?

SharePoint's Request files lets people upload without signing in, but it stays hidden until an admin enables Anyone links for the whole tenant and runs a PowerShell command. Here is why it's missing, what IT has to change, and how to collect files into SharePoint without either.

11 min read

How to Collect Files and Documents From Clients

Why email attachments and shared folder links break when you collect files from clients, what a working process needs, and a six-step setup that sorts every file by client.

9 min read

Can People Upload Files to Microsoft Forms Without Signing In?

Microsoft Forms only allows file uploads from people inside your organization, and switching to Anyone can respond removes the option. Here is why it is greyed out, why guests and personal accounts are blocked, and how to collect files from anyone without a Microsoft account.

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.