Microsoft 365: Request Files from Clients

Microsoft 365: Request Files from Clients

OneDrive offers a convenient feature to request files from clients. This tool is especially useful when you need to receive a large number of files or large-sized documents that are not feasible to transmit via email.

Requesting Files via OneDrive Online

1. Click the blue cloud icon at the bottom-right corner of your screen and select 'View online'.
2. Go to 'My files', select 'New', then choose 'Folder' to create a new folder where the files will be uploaded.
3. Right-click on the newly created folder and select "Request files".
4. You will be prompted to name the request. Enter a relevant name that will be identifiable to your client.
   
5. After naming and pressing 'Next', a link will be generated. Copy this link and include it in an email to your client.
   

Requesting Files via File Explorer

1. Ensure the folder intended for file collection is synced to your local OneDrive folder in File Explorer.
2. Since the 'Request files' feature is currently only available through the OneDrive web interface, right-click on the synced folder in File Explorer and choose 'View online'.
3. Once in the web interface, right-click on the folder and select "Request files", then proceed as described in the online steps.

Viewing Shared Items

• In OneDrive, go to 'Shared' on the top left-hand side menu.
• This section provides a list of 'Shared with you' and 'Shared by you', allowing you to track shared folders and files.

Key Considerations

• Clear Communication: When sending the link to your client, provide clear instructions on how to upload files.
• Monitor Uploads: Regularly check the folder to see if your client has uploaded the requested files.
• Security: Ensure that the shared folder is secure and only accessible to intended recipients.