1. Click on the task you want to request files from
2. Click on "Request Files from Clients" button in the top right corner of the task modal
Request files via email
3. Enter the client's email and an optional message
4. Click on "Send Request" to send the email
5. Your client will receive an email. Clicking on "Upload File" will open a new page
Tip: Showcase your company's brand in the email by uploading your company's logo in the company profile. Only user with the owner role can access the company profile
6. Your client can upload files using drag and drop or by clicking on "Add files" step
7. Click on "Confirm Upload" to complete the file upload
Request files by sharing a link
8. You can also share a link to your client to upload the files if you collaborate with them over another messaging platform
Automatically save and organize files upload by client
9. A subfolder called 'Client Upload' is automatically created under the workflow folder to save all the files your client uploads
