Client uploads to my site

[Cameron21]

I'm a CPA, and I'd like to allow my clients to securely drag and drop their documents and other files onto a page (Client Portal) on my website.

What's the best way of doing that?

[Bernadette3]

Hi @Cameron21

You are on a Pro plan so the contact form element has an option to upload a file. However, I'm not sure if it would be acceptable for the type of documents you may be asking for. For example, the Weebly contact form cannot be used for medical sites that request secure customer information. 

I believe there may be a third party option that you can embed, but I can't recall what it is called off the top of my head. I'll need to look around here in community to see if I can find it.  

[Cameron21]

Thanks Bernadette!

[Cameron21]

Hi @Bernadette 

Thanks for your help with this!

Were you able to remember the name of the third party option?

Thanks again.

Cameron