8 ways to collect documents from your clients
6.6 هزار بار بازدید -
4 سال پیش
-
8 ways to collect documents
8 ways to collect documents from your clients
Using email to collect documents from clients almost always creates a big mess.
In this video, you'll learn about 8 tools in 4 categories that can help you streamline your document gathering or create your own document collection portal.
If you're looking for document collection software, or just want to fix your process, there's something in this video for you.
Get you Content Snare trial at contentsnare.com/
Chapters
00:00 Collect documents from clients
00:30 Overarching principle - keep it simple
01:42 Option 1 - Email
02:00 Problems with email
03:00 How to make email work better
04:25 Creating a checklist
05:35 Option 2 - Shared Folders
05:53 Dropbox File Requests
07:00 Google Drive
08:11 OneDrive
09:10 Considerations for shared folders
09:57 Problems with shared folders
10:42 Option 3 - Forms
11:52 Problems with forms
12:47 Option 4 - Content Snare (contentsnare.com/)
13:40 Content Snare demo
17:06 Get workflow & productivity tips
Tools mentioned
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Dropbox: dropbox.com/
Google Drive: drive.google.com/
OneDrive: www.microsoft.com/en-au/microsoft-365/onedrive/onl…
Typeform: typeform.com/
jotForm: www.jotform.com/
PaperForm: paperform.co/
Content Snare: contentsnare.com/
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4 سال پیش
در تاریخ 1399/08/19 منتشر شده
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