Give every document request a purpose. Know what has arrived and what still needs a review.
A REQUEST WITH CONTEXT
Share your current brand guidelines as a PDF, with editable logos in SVG format.
CLIENT RESPONSE
Give your client a clear place to respond.
Instructions stay with the request.
This is a local example. No file is uploaded or sent.
THE DETAILS THAT MATTER
Be specific about the document, its purpose and the format your team can use. For a brand-guideline request, explain whether you need the current PDF, editable assets or both. Clear instructions make the client's next step easier to understand.
Collect responses against the requested item so the file keeps its engagement context. Your team can see who was asked, what the file supports and whether there is still information to clarify. This is a collection workflow, rather than another general-purpose storage folder.
An uploaded document may be out of date, incomplete or unrelated to the request. Review it against the agreed purpose before marking it reviewed. If it is not what the work needs, ask again with a note that tells your client what to change.
Not necessarily. Receipt confirms a file arrived. Your team still needs to check that it is usable and meets the request before treating it as ready for delivery.
No. Ask clients to invite the appropriate team member through the source platform. Do not request passwords, API keys or recovery codes in a document upload.
Discuss the storage and integration workflow you need before rollout. Confirm supported connections and access requirements rather than assuming any shared-drive service is included.
THE CLIENT EXPERIENCE, IN ORDER
Bring the work you share with clients into one place.