How to Request Files from a Contributor with File Request

The File Request feature makes it possible to request content from those who don't have (and don't need) a Ci account.  The feature provides a simple yet intuitive user interface, two upload mechanisms (Standard and Aspera) and also makes Workspace content inaccessible for a requestee. 

To create a File Request, the user has to click on the "Add Item" menu option, then click "New File Request": 

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Figure 1: Creating a File Request

The user will be presented with a File Request settings modal:

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Figure 2: File Request settings modal

Customize tab.

As seen in Figure 2, there are multiple settings that can be applied to a File Request.

The user can specify a folder where the files should be contributed to (files also can be uploaded directly to the Workspace's root folder):

It is possible to set up a File Request lifespan. Select from preset values or customize date and time when the File Request should be deactivated (the user can change those values at any point later, even after File Request has expired):

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Figure 3: Specify File Request expiration

Opt-in Notify team members as uploads complete checkbox and insert email address(es) to let people know the contribution was successful. Once the upload completes, Ci will send email notifications to each address in the list.

Advanced Settings

Opt-in Require Contributor's email if there is a need to know who contributed files.

Highlight Aspera upload selecting this option will highlight the Aspera upload option to encourage users to upload via Aspera

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Figure 4: This is how File Request recipients see File Request with Aspera upload highlighted

Allow folder uploads — allow or disallow folder upload.

Max file upload count — set the total number of files allowed. This option is only available if folder uploads are not allowed.

File types allowed — the user can set the types of files allowed. This option is only available if folder uploads are not allowed.

Request Metadata tab.

Request Metadata allows the File Request creator to request additional metadata along with contributing files. Contributed metadata will shortly be indexed and become searchable.

The user can specify a Custom contributor form and add as many fields as needed, specify metadata keys, set fields required or optional and even prefill some (or all) of them.

The user can opt-in Include Network metadata model in contributor form checkbox to utilize Network metadata form preset if it is applied.

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Figure 5: Custom Contributor Form

 

Once done with setting up your File Request, the user has to click "Create File Request" button and either email File Request link to recipients via Ci or copy it and use at his/her own discretion.

Here's how Contribute page will look like for File Request recipients:

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Figure 6: File Request example as seen by a contributor 

 

For any additional questions, please reach out to the Ci Customer Success Team by submitting a request here in the Help Center. 

 

Have more questions? Submit a request