Document Collection: Receiving files without clogging email

Receiving documents via email (ID, Proof of Address, Signed Contract) is a mess. You lose the attachment, you don't know whose it is. Jestor Forms solves this with File Upload fields that save the document in the correct folder automatically.

The "Attach.pdf" nightmare

The client emails 5 attachments named "doc1.pdf." You have to download, rename, and save to the folder. With Jestor, the client uploads to the form. The system renames and saves inside the client record.

Mandatory Checklist

The form won't submit if something is missing.

• ID Field (Mandatory).
• Tax Field (Mandatory). This prevents you from having to call the client asking for missing items.

Frequently Asked Questions (FAQ)

Does it accept large files? Yes. Jestor supports uploads of various formats and sizes.

Is it safe? Yes. Files stay in a secure cloud environment, much better than loose in an Outlook inbox.

Does it work for employee onboarding? Perfect. The new hire sends photos of their ID and address proof even before day one.

Conclusion

With Jestor Forms, your document management is automatic and foolproof.

Organize your documents:https://jestor.com/forms/