How do you retrieve the documents? They get uploaded straight to Google Drive into the Company – Auto Group Shared Drive and each store has a folder under Secure Transfer:
When you click into your store’s folder, you will see folders that have the Name & Email Address that the customer entered on the Upload Page.
These files auto expire after 24 hours, so be sure to retrieve them within that time frame!
Summary
- Stop using personal email to collect customer documents
- Send your customer to your store’s Secure File Transfer link, ie. yourstore.com/UPLOAD
- Once you have confirmed with customer that they have uploaded their documents, go to:
- Google Drive
- Shared Drives
- Company – Auto Group
- Secure Upload file
- Your store’s Secure Upload file
- Find the file with your customer’s name and email
- Retrieve the customer documents
We’ve added these instructions to a document and in a video, and put it in the Secure Upload folder on google drive.