General

How to Create a File Collection Link and Folder for Customers

Step-by-step guide for creating a file collection link and folder for customers, including naming conventions and upload limit settings.

1 min read2 steps1 videoUpdated Jul 2026
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Applies toAll machinesTopicGeneral

How to Video

  1. Folder title must have the ticket number in it, Customer Name and a brief description
  2. Suggested to change the limit to 1gb, 100mb may not be adequate and this alleviates issues with them uploading

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