How to Request Files from External Clients Using the Client Upload Portal

Learn how to efficiently request and manage file uploads from external clients using the Client Upload Portal. This step-by-step guide ensures secure and organized file sharing.

June 11, 2025 By Hayden Jones

In this guide, we'll learn how to request and manage file uploads from external clients using a client upload portal. This process involves creating a dedicated folder for each client, generating a file request link, and sharing it securely. We'll also explore the client's perspective on uploading files and discuss important considerations for maintaining the security and integrity of the shared link. This guide aims to streamline the file request process, ensuring efficient and secure document exchange with external parties.

Let's get started

https://jemhealthau.sharepoint.com/sites/ClientUploadPortal

Here is the client upload portal. I'm going to give a quick demonstration on how to request files from an external client for upload into this portal. To start, click "New" and create a folder.

Step #1: Click on "+ New ▾" — Click on "+ New ▾"

Step #2: Click on "Folder" — Click on "Folder"

Now, we'll name this folder after the client, so it will be called External Client 1. This is a demonstration folder. You can choose a color for the folder here.

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Type "External Client 1"

This isn't important; we're just going to create the folder.

Step #5: Click on "Create" — Click on "Create"

Now that the folder has been created and is visible, I'll click to select it, and then click Request Files.

Step #7: Click on "files" — Click on "files"

It will then ask me for a description of what we are requesting the client to upload.

Step #8: Click on "Enter a description" — Click on "Enter a description"

Please upload the files related to the clients you are sending us. Then, click Next.

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Type "Would you please upload files relating to the clients you are sending us."

Step #10: Click on "Next" — Click on "Next"

Once we've completed that, we have everything we need. Click "Copy Link" to get a link you can send to the client. They can use it to upload files into this folder.

Step #11: Click on "Copy link" — Click on "Copy link"

You can optionally send it via email using this option and add a message.

Step #12: Click to add email message. — Click to add email message.

After clicking Done, the process is complete. The folder will close, and the file request was created.

Step #13: Click on "Done" — Click on "Done"

Client Experience

Now, I will demonstrate what the client experience looks like.

In a private window, paste the link you copied earlier and click "Go."

Here we can see the experience the client would receive. A member of the Client Upload Portal is requesting files. Please upload the files related to the client.

The text was slightly cut off, so be aware of your text length.

Now, as the client, I'll click "Select Files."

Step #15: Click on "Select files" — Click on "Select files"

This opens a file upload utility where you can select files to upload.

Step #16: Click on "↓ Downloads" — Click on "↓ Downloads"

I can select these three files from my downloads directory, press Open, and they will be added to the upload. Then, it will prompt me for my name.

Step #19: Click on "Open" — Click on "Open"

I'm going to enter my name here and click Upload.

Step #21: Click on "Upload" — Click on "Upload"

It's uploading the files now. "Upload 100%," and that's it.

They can continue to upload using this link for 7 days.

If we return to our side, we can close this and access the folder External Client 1.

Step #23: Click on "External Client 1" — Click on "External Client 1"

Here, we can see that the two files have been uploaded. They have been prepended with the name of the person who uploaded them.

Important: the link we created in the previous step works for anyone. There are no restrictions. They can't see what they or anyone else has uploaded. However, if they share it with external parties, others would be able to upload it. It should be cared for and protected. The request file link only works for seven days.