Guest Uploads and Intake
Operations teams5 min read
Guest Uploads and Intake
This section covers guest upload links, submission review, and structured intake patterns for operations, clients, and recruiting. It is the main reference for any workflow where someone outside your workspace sends files in.
Main guides
What good intake looks like
- The external user sees a clear purpose and does not need internal workspace access.
- The upload destination already maps to a review, AI, workflow, or hiring process.
- Required context is captured early so internal teams do not reconstruct basic metadata later.
- The inbox or downstream queue makes the next action obvious.
Keep exploring
Guest Upload Links
Create secure guest upload links to collect documents from clients, applicants, or partners without granting workspace access.
Submission Inbox and Structured Intake
Review, triage, annotate, and route external submissions inside FlexFiles.
Resume Intake and Shortlisting
Learn how to use guest uploads, structured candidate parsing, and AI screening for recruiting workflows in FlexFiles.