Basil: Requesting and Sending Files

Requesting an Upload

If you need to request a file from someone, you can use the Email Upload Link feature to get the document(s) you need. The Email Upload Link feature allows you to request files from:

• External recipients who do not have a Basil account, and
• Existing users within your Basil workspace.

To request an upload:

First, go to the “Files” tab at the top of Basil and navigate to the Client folder where the file needs to be uploaded.

While inside the desired folder, click the top-right ‘Actions’ menu and select the ‘Email Upload Link’ button.

You can also use the 3-dot menu of any folder in Basil to request that user to upload files to that particular folder.

A contact form window will open. You can select an existing contact or create a new contact. If there is more than one person who needs to submit a file to this same folder, you can click on the ‘+ Add More’ option and type in the information of additional people. You can also include a message to provide additional information or instructions when viewing the page to upload files.

Once you click on ‘Send Email’, this will send the person a secure one-time use link to the designated email address.

The user will also need to fill out a verification code before being able to upload their files to the platform. This code will be emailed to them separately.

Sending Files to be Downloaded

When you need to give someone access to a file in the Basil platform, you can do so with a secure download link. Similar to the upload link, this will be a secure, one-time use link that allows them to download the specific file. The link will expire after 7 days if not acted on.

To send a download link for one file:

First, go to the location of the file that the user needs to download and click on the file’s 3-dot menu to the right.

From the menu, select ‘Email Download Link’.

A contact form window will open. You can select an existing contact or create a new contact. If there is more than one person who needs to submit a file to this same folder, you can click on the ‘+ Add More’ option and type in the information of additional people. You can also include a message to provide additional information or instructions when viewing the page to upload files.

Once you click on ‘Send Email’, this will send the person a secure one-time use link to the designated email address.

The user will also need to fill out a verification code before being able to upload their files to the platform. This code will be emailed to them separately.

The recipient will not be able to use the same download link again after downloading.

To send a download link for multiple files:

You can also send multiple files at once to be downloaded using the checkboxes on the left and then clicking the envelope icon on the toolbar that shows up on the top-right.

The user will be able to download them one-by-one using the down arrow icon or ‘Download All Files’ button on the right to download all individual files at once.

The recipient will not be able to use the same download link again after downloading.