How do I use the Customer Upload Feature to allow non-group members to upload files to my account?
Note – There is a video tutorial at the bottom of this post – please check it out)
The Customer Upload Feature is a link that you can provide to your customers, or anyone you wish to receive a file from, who does not have a login ID to your account. To find the customer upload link for your account just log into your account at www.mydocsonline.com, click the “Group Administration” button, then select the “Group Settings” tab.
At the bottom you’ll see an item for “Customer Upload”. Click that item, be sure customer upload is enabled for your account and you’ll see the link that you can share with your customers.
If you check “Use Subfolders” a subfolder under “Upload” will be created with a name based on what the customer enters in the field labeled “Who are the files from?” Uploaded files will be stored in subfolders, making it easier to determine later which files are from which customer.
If you are embedding your customer upload page on your own website (perhaps using an iFrame) you can remove the logo (ours or yours, depending on whether you’ve branded the page) by adding &logo=no to the end of your customer upload link.
If you want the upload page to remain active for file selection until the customer clicks a “DONE” button to complete the process add &donebutton=yes to the end of your customer upload link.