Allow the Admin to Set File Request requirements and default settings
Allow admins to require all File Requests globally to have certain fields (like email address or a pre-populated description Box with a legal disclaimer) or settings
AdminChristopher Muckle
(Admin, Box)
shared this idea
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jculwell
commented
A section for legal disclaimer is vital to make this enterprise ready.
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Anonymous
commented
The problem is: One field in each file request form MUST be a required field. There is no way to create a file request without at least one required field.
Here's why it's a problem: Imagine I want all of my clients to upload documents A, B and C, so I create a file request form with upload zones labeled for A, B and C. A new client goes to the form to see what they need to upload, but they realize that they only have B and C today. Maybe they'll have A next week, but we want to get started as soon as possible with what they have right now. Unfortunately, I made "A" the required field so they can't submit the form at all.
It makes the form unnecessarily complicated and confusing for my client and creates extra work every time I have to tell a client to upload a "fake" document "A" just to make the form work.
Why have required fields at all? Let the designer of the file request decide what needs to be required, if anything.
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Aren Cole
commented
We are planning on using File Request to get files from customers that don't match the requirements of our Automation tools. We would like to make the process as consistent and streamlined as possible for our employees. There doesn't appear to be a way to set a default setting for all newly-created File Requests. This functionality would allow us to avoid issues where users don't set certain settings, like link expiration and theme. I see the default themes feature has already been requested, but we would like default link expiration dates, and the ability to set a footer or header.