Adding a secure method for clients to easily upload information via your email signature means that clients no longer need to worry about the security of emailing important ad hoc documents and will always have a link to hand.
Step 1: Workspace
Either create a new data upload workspace or use a previously created workspace where you would like the uploaded data to be stored. Ensure that the 'Forms' feature is enabled for this workspace.
Step 2: Create a form
Create a simple form to allow your clients to send not only written information but multiple attachments of any size too. You will also have the benefit of adding a workflow to the form, notify colleagues of the received information, setting tasks, and more.
Step 3: Adding the link to your email signature
Once you have created your form click 'Get link' to copy the link to your form.
Click 'Copy to clipboard'
Go to your email inbox and edit your 'signature'. Add a sentence with what you would like your link to say, e.g. 'Send me your documents through this secure link'.
Highlight the text and click the link icon
and paste the form URL into the 'Web address (URL) field, click ok.
Your signature will now include the live link to your Glasscubes form.
