Box - File Request

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Box File Request gives you a fast and secure way to request and obtain files, plus associated metadata, from anyone.  Using an easy, drag-and-drop graphic interface, you create a Web form that enables you to securely request files from people without adding collaborators on a folder.  Also, you can gather additional information which you can set as required/optional.

Create a File Request Form

  1. Identify or create the Box folder you wish to contain the content you collect. You can only use folders in which you are an owner, a co-owner, or an editor.
  2. Select the folder that you want to contain the uploaded files.
  3. Do one of the following:
    • In the Sharing pane on the right, under File Request, click Create Link.

  • Click the ellipsis (…) to display the More Options menu, and then click File Request.

  1. The File Request window opens, displaying a link you will send to people to request their content.  If the link is not already enabled, click to move the Link is Enabled slider to the right.

  1. Click Settings to include a link expiration date or whether to require that the content uploader be logged in to their Box account.
  2. Click Edit. The Submit Files window opens, displaying a default title and upload files area.
  • From the Submit Files window, you can:
    • Enter your title.  Make the title clear and unique, to help the people submitting content quickly understand what you’re asking them to provide.  The default title is “Submit Files.”
    • Click + Add field, if you wish to gather additional information from the submitter such as a file description, email address, or metadata.  You can also add an upload zone to your form.  Note: The email address field can only be used once.
    • Optionally, add a sentence or two describing the content you are soliciting, and perhaps any instructions you wish to provide.This can be typed in the Add a description field, below the title.
  1. Once your Web form is complete click Save, and you can send out the link to begin gathering content.

Notes

  • The size limit on file uploads depends on the limit set by your organization, with a maximum of 32 GB for this upload method.
  • People can upload up to 500 files at a time.
  • You can only have one File Request per folder.
  • People cannot upload folders via File Request -- only files.
  • The Toggle Link is Enabled is enabled by default.

To preview your form

  1. At the top right of the screen, click Preview. Box displays a preview of your File Request form in a new tab, just as the form will display to the people using it to send their files.
  2. If the form looks good, return to the File Request window to copy the link.
  3. If you wish to make changes, see below.

To rearrange your form

  • Open the File Request form.
  • Select a field to move by clicking the vertical icon and dragging the field.
  • To add another field:
    • Click Add a Field.
    • Drag and drop the field from the right panel to the desired location.
    • Hover over the horizontal separator and click + to open the options for adding a field.
  • To remove a field from the form, click the ellipsis (…) to display the More Options menu, and then click Delete.

Note: Clicking Delete removes the field immediately. You can add the field back again in the form editor.

To modify your form after publishing it, go to the file request:

  1. Click the ellipsis (…) to display the More Options menu.
  2. Select File Request.
  3. Click Edit and make the desired changes.
  4. Click Save.

 

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