- 1
click "request files" in the toolbar
the file-request modal opens. give the request a name the customer will see ("insurance docs for the smith job") and pick the gallery the uploads should land in.
- 2
add a short message and limits
type a one-line message ("please upload your driver's license and proof of insurance"). optionally set a password, an expiry (24h / 7d / 30d / never), and a max-uploads count.
- 3
copy the link and send it
paste the link into a text or email. the customer opens it in their browser, drops files in, and that's it.
- 4
watch the bell
every file that lands fires a bell notification. you'll see the count tick up on the request row in your shared-links page.
tipset a max-uploads count ("5") so a request for one tax form doesn't end up holding 200 photos by mistake. easy to bump if they really do have more.
still stuck?
we respond to every message within 24 hours.