How To Create a Branded Upload Form

This is an in depth look at the most important feature to Enterprise & Dedicated Server accounts – Branded Upload Forms. We will discuss how to set one up, how to customize it and set the security options. There are so many options for you we want to go over the basics and give you the tools to change what you want, when you want to. Let’s get started!

Once you’ve logged in, click on the ‘Enterprise’ on the menu bar

 

 

 

 

Next enter the name of the Branded Upload Form you’d like to create and then click ‘Add’. This is an internal label, no one other than the top admin will know what the label of the Upload Form will be so be sure you pick a name that will help you keep your forms separate and organized, should you create more in the future.

 

 

After that it will auto-populate in the box labeled “Branded Forms you have already Created”. Click on “Edit” next to the name of your upload form.

This page is where you’ll do a large part of the changes and customization of your Branded Upload Form. Let’s take it section by section.

Click ‘Expand’ next to Section 1. This allows you to change the labels of the default portions of what will be on your Branded Upload Form. You can change any of the text in any of the fields, thus renaming what that portion will be. An example would be the ‘Recipient’ field. You could easily rename that field to read ‘To’ much like what someone would see in an email. By clearing out ‘Recipient’ in the text box and typing ‘To’ we will rename what will be shown on our Enterprise Branded Form. You can do this with any of the text boxes shown

 

 

 

 

 

 

Now we’ll expand Section 2. This is the section that lets you decide to allow for single, multiple, or prefilled recipients.  Most likely, you will want to have ‘multiple’ recipients selected, as it is an additional feature over our other paid plans. You can also set prefilled recipients – which the individuals that will be using your Upload Form will choose, via a drop down menu, who to send files to and won’t have to worry about remembering email addresses.  In order to set prefilled recipients – simply type in their email address under the ‘Prefilled’ button and enter a display name (whatever you want, or nothing at all) and then click ‘Add’.  You can add as man as you want and remove them at any time.

 

 

 

 

 

 

Next is Section 3.  Here is where you can let your users have some control over what their SendThisFile experience.  This is a list of options that your users can interact with.  If you check any of the boxes in the ‘Show’ column, the corresponding line will be shown and the user will have the opportunity to check (choose) that selection.  If you check the ‘Default’ box, that option will be shown as the default selection. The ‘Locked’ option will show that the choice has been made and the sender will not be able to change it. This is particularly good for the first two lines; the Secure Transfer & Secure Storage. Most senders like to see that the security options are set and they can not do anything to alter that. [Note: regardless of whether or not the Secure Transfer & Secure Storage boxes, are checked show, default, or locked all transfers & storage are secured with the highest encryption we offer, the ability to show, default, & lock those options are provided to ensure that the senders know that their files are safe and secure]

 

 

 

 

 

 

The next section available is Section 4 ‘SMTP Setup’. Here you can assign an smtp account that you have already set up. This will allow you to mask the SendThisFile notifications so they appear to come from your own servers instead of the SendThisFile servers. This can lead to the end recipients being aware of the notifications they will be receiving. Simply choose your smtp settings from the drop down selection. If you haven’t configured any smtp settings, click here for instructions.

 

 

 

After that we have Section 5 Branded Emails and Form Inputs. If you have a Branded Email configured, here is where you assign that to your Branded Upload Form. Branded Emails are another way to customize and brand your SendThisFile experience, for both yourself and your users. If you haven’t set up any Branded Email templates, click here for step by step instructions.

Branded Form Inputs are extremely useful and versatile. If you need to have a particular field on your Branded Upload Form (such as ‘Order Number’ ‘Account Number’) here is where you can add that to your Branded Upload Form. This particular feature allows you to customize your Upload Form more than any other. If you haven’t created any Branded Form Inputs click here for step by step instructions.

 

 

 

In Section 6 we find some additional information regarding access to your Branded Upload Form. After you Expand Section 6 you see the actual URL of your Form. You can also obtain, depending on your account, a customer/vanity URL that is brandable to give to your users and clients. This will make it easy for people to remember how to get to your Form. Below that is ‘Website Return Link’ – any URL that you put there will redirect your users after they have successfully used your form to send files. The last box is the actual code for your Branded Upload Form. You can absolutely embed your Upload Form on your own website! Simply copy and past the code on your own site and you are ready to go!

 

 

 

 

 

 

The last section is Section 7 ‘Head and Content HTML’. Here is where we give you the actual code for your Upload Form, for you to alter as much you would like. The most common portion you would need to change would be the logo on your form; this is where you accomplish that. Look at the image below for the portion of the code that is underlined. That is the part of the code that represents the default SendThisFile logo. If you have a logo on a website, all you need to do is copy the specific URL for that logo, delete the SendThisFile logo, and then paste your logo’s URL in that spot. If you have a logo that isn’t on a website you can always send it to us and we can put it up for you!

 

 

 

 

 

 

 

 

 

 

 

 

You’re Branded Upload Form is complete! The next step is to make sure that all of the parts of your Form are in the right area. To do that, scroll to the top of the page and click ‘Layout’. For step by step instructions on how to change the ‘Layout’ click here.

If at any point you need assistance on your Enterprise account please contact our Enterprise team by contacting us here!

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