Can someone who doesn't have Sookasa securely send files to me?

Yes. With File Delivery, you can receive files securely from people who do not use Dropbox, Google Drive, or Sookasa. Under the File Delivery tab on your Sookasa Dashboard, you'll find a unique URL that you can share with people who need to send you files. 

You can choose how your File Delivery page will look by selecting the name that will appear, as well as the cloud storage provider where you will receive your new file deliveries. 

The link generated can be posted on your website, embedded into your email signature, or shared with your colleagues. The URL to your File Delivery page will remain the same unless you've changed the "File Delivery Destination."

Files delivered to you using this link will arrive in the folder called Files Delivered within Sookasa. You will also receive an email (like the one below) from us when you've received a new file. At the end of each file name, we'll include the sender's initials, so you'll be able to tell who sent each file. New uploads through your File Delivery page will arrive in the Files Delivered to folder only—so if you've changed the name of this folder, we will automatically create a new Files Delivered folder to house the file deliveries. 

Please note that the sender can upload multiple files to you—each up to 100MB—through your File Delivery link.

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6 Comments

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    Brandon Snider

    Can someone create and send files from their mobile device? For instance, if a customer needed to share a tax document W-2, could they create it with their phone and securely send it to me?

    Edited by Brandon Snider
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    Sarah Brown

    Hi Brandon,

    Thank you for reaching out.

    When viewing your upload link from a mobile browser, recipients will be able to upload files directly from their Camera, Photo Library, Dropbox, Google Drive, or other connected applications.

    If you have any more questions, please contact us at support@sookasa.com

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    Craig Collins

    How do I see the optional message that the sender types in the optional message box when uploading files?

  • 0
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    Sarah Brown

    Hi Craig,

    When someone uploads a file to you, you'll receive a notification email. Within that email, you'll see the optional message.

    I hope this helps!

  • 0
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    Craig Collins

    Thank you, Sarah.  I checked the notification e-mail, but don't see the optional message in it (I sent one to myself to check it).  

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    Bron Suchecki

    Can the Files Delivered folder be shared with others? On our website we would like to have a link that customers can send account opening forms to, that a team of Relationship Managers can access. The process you describe above is linked to one person and if they are away others in the team will not know if there are documents received that need to be processed.

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