How to Generate a Firm-Wide Upload Link

1. Click the Profile Menu in the top right
2. Click Organization Settings.

Scroll to the section Firm-wide Links.

Set who in the firm receives the files.
1. 'All users' allows the uploader to select who they are sending the file(s) to.
2. 'A single user' allows you to select a single point of contact for all uploads from the upload link.
  1. If you check 'Also override personal drop-off links', then personal links will also redirect to the selected user.
3. 'Specific users' allows the firm to set one or more users who are allowed to be selected as upload points.
Set a 'Default Fallback Firm Drop Off User' so that if a client uploads to a deactivated user, the file will still be delivered to that default point of contact.
If you have a selection from above that includes more than one drop-off recipient, you can select the default here.
Copy the link address using one of these methods.
If you wish to use the upload link button, you can customize it and copy it here.

📧 Adding the Link to Your Email

For instructions on adding the link to Outlook, view the steps in our How to Add a Personal Signature to Outlook article.

For instructions on adding the link to Gmail, view the steps in our How to Add Your Personal Signature to Gmail article.

Adding a firm-wide link to a location, such as a website, allows your clients to upload files at any time. The firm-wide link includes email validation prior to upload to minimize fraudulent uploads.