Anyone can upload files to your Dropbox without needing an account, and you control exactly where those files land. It’s one of the simplest file request tools available.
You’ll need a Dropbox account with file request capabilities:
Access file requests
Sign in to Dropbox.com and click File requests in the left sidebar.
Start new request
Click New request at the top of your file request list.
Configure the request
Enter a descriptive title like “Client Documents - [Client Name]” and optionally describe what files you’re expecting.
Choose destination folder
Dropbox creates a new folder by default. Click Change folder to select an existing folder if preferred.
Set optional security
For Professional and Business accounts:
Copy the link
Click Copy next to “Share a link” to get your unique upload URL.
Store in Tallyfy
Paste this link into a short text field in your Tallyfy template or process.
When someone clicks your file request link, they get a simple upload page with your title and description. They drag and drop files (or click to browse), optionally enter their name and email, then click Upload. That’s it.
Files appear immediately in your Dropbox folder with the uploader’s name (if provided) as a filename prefix.
Use descriptive titles - Include the process name and instance identifier so you can match uploads to specific workflows.
Create unique requests per process - Don’t reuse links across instances. A fresh request per run keeps documents clearly separated.
Set reasonable deadlines - If your plan supports it, align deadlines with your process timeline plus a buffer.
Monitor the folder - Set up Dropbox notifications for new uploads so nothing slips through.
If a process needs different document types, create separate file requests with distinct destination folders:
Passport Documents → /Client Files/[Name]/Passport/Tax Documents → /Client Files/[Name]/Tax/Medical Records → /Client Files/[Name]/Medical/Store each link in a separate Tallyfy text field and reference them in the relevant tasks.
Dropbox file requests are secure by default:
File size limits vary by plan - 2 GB for personal, 250 GB for business.
No automatic upload notification - You won’t know files arrived unless you’ve configured folder watching.
Name and email are optional - Uploaders can skip identifying themselves.
Dropbox provides a file requests API (/2/file_requests/create) for creating requests programmatically. You can also:
“Request not found” error - The request may have expired or been manually closed. Create a new request.
Files not appearing - Check if uploads completed successfully. Large files may take time to sync.
Duplicate filenames - Dropbox automatically adds numbers to duplicate filenames to prevent overwrites.
For internal teams or trusted partners, Dropbox shared folders work too:
You get more collaboration features, but everyone needs a Dropbox account.
File Request Links > Box file requests
Document Management > File request links
File Request Links > SharePoint file requests
File Request Links > Google Drive file requests