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Transfer templates

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Transfer templates are available on Pro and Business plans.

Transfer templates allow you to create structured and reusable upload forms. Each template defines exactly which files to collect, with what constraints (required, multiple…). Share the template URL with your contacts to collect documents in a standardized way.

When to use a template?​

  • You need to collect multiple distinct types of documents (ID, proof of address, contract…)
  • You want to indicate which ones are required and which are optional
  • You want to display a personalized welcome message to the sender
  • You regularly collect the same types of files (client onboarding, application, audit…)
  • You do not want to share your email address to receive files, or want to avoid attachments in your inbox

Creating a template​

  1. Go to Dashboard > Transfers > Transfer templates
  2. Click on Add a transfer template
  3. Enter the name of the template (internal use)
  4. Write a welcome message (displayed to the sender before they send their files)
  5. Add items: click on Add an item for each expected document type

Transfer template form

Configuring an item​

Each item has the following properties:

PropertyDescription
NameLabel displayed to the sender (e.g.: "ID document")
RequiredThe sender must provide this file in order to send
MultipleAllows uploading multiple files for this item

You can reorder items by drag and drop.

Once the template is created, its link is available from the Transfer templates list via Copy transfer link. This link points to an upload page dedicated to this template: /upload/custom/[id].

You can also click on Preview from the template edit page to see exactly what the sender will see.

What the sender sees​

The sender arrives on a page with the template's welcome message, then sees each item as a separate drop area, with required or optional mentioned.

They cannot send until the required items are filled in. They then click on Send to finalize.

Transfer template upload form

Viewing received transfers​

Files sent via a template appear in Dashboard > Transfers > Received for me, organized by template item. You can download each file individually or download everything at once.

Transfer to a data room​

From the view of a received transfer, a Transfer to a data room button is available for each file or group of files. It copies the files directly into a data room of your choice, without an intermediate download. The files are re-encrypted on the fly for the members of the target data room.

Managing your templates​

From Dashboard > Transfers > Transfer templates:

ActionDescription
Edit transfer templateEdit the name, message, or items
Delete transfer templatePermanently delete the template (existing transfers are not affected)
Copy transfer linkRetrieve the URL to share
PreviewPreview the form as the sender will see it