Request Files from your Nextpoint File Room

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Now, you can securely Request Files from any third party (clients, counsel, etc...) from your Nextpoint File Room. It is a simple process in which you ("requestor") request files from a specified third-party, the "recipient" of that request receives a secure link to upload their respective files, and then you can access the uploaded files right away.

Take a closer look below at the three easy steps to request, upload, and access third-party files in your Nextpoint File Room.

1. Request2. Upload3. Access

Requesting Files from your File Room

  1. Navigate to DATA   File Room   Request Files.

    Request_Files_1_START.png
  2. Click "Request Files", and you will be prompted to enter the recipient's Name, recipient's Email Address, the Folder Name to be created (for the recipient's upload), and any enclosure message.

    Request_Files_2_Request_Recipient_Info.png
  3. Click "Request Files" to finalize your request.

    Note:

    The named folder is created when the request is made and the recipient will be redirected to the specific upload location

    Once the request has been sent, the recipient's upload link will expire in 5 days

 

  FAQ: How do I request multiple upload batches to the same folder?

If you are making supplemental upload requests to a third party and need those files uploaded to the same original folder from your first request, it is recommended you take the following steps:

  1. Before your first request for files, create a parent folder via "Create Folder" in your Nextpoint File Room.
  2. Navigate into your newly created folder within your File Room.
  3. Initiate your file request by clicking "Request Files" and create your first subfolder.

Each request is required to make a new folder to prevent data overflow. That is why the creation of said subfolders is necessary.

 

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