If you want clients to upload files directly to their NutriAdmin client record files, we have a workaround using Dropbox that you can follow to do this. This tutorial will guide you through the process step by step.

If you haven't integrated your NutriAdmin account with Dropbox, you can follow this tutorial. This workaround also requires uploading a file to the client'

Step 1: If you haven't already, upload a file in the client record by following steps 1 & 2 in this tutorial.

Step 2: Log in to Dropbox and find the client's folder. To do this, simply copy the unique client ID from the link, as shown below. This client ID is also the folder name in Dropbox.

copy unique client id

Click on the folder once you located it.

locate folder

Step 3: You will be directed to the page below. Click on the folder Settings icon.

file settings icon in dropbox

Step 4: Scroll down on the options and click on Activity then select Request files.

activity then request files

Step 5: Type in a title for your request. It would be ideal to add the first name/ last name of the client at the beginning of the title for identification purposes. You can also add instructions if needed. Once you're done, click on Create.

create new file request in dropbox

Step 5: Share it with the client directly via email, or copy the link to include it in a report shared with the client in the portal.

dropbox file request

How will this appear on the client's end?

If you sent the request to your client via email, they will receive an email about the request.

email for file request

Once they click Upload files, they will be directed to a page where they can upload the files.

prompt to add files

They can upload multiple files in different formats at simultaneously. Their name and email will be required for this step.

client upload via request

Once the client finished uploading the files, you will be notified by Dropbox via email. Additionally, the files will be automatically reflected in their client record in NutriAdmin.

You may need to refresh the page if the client uploaded the file real time.

file uploaded in client record

How to send a file request again

You can locate the file requests in your Dropbox account as shown below. Click on Files requests on the side menu then look for the your client's request. This is where putting in your client's name at the beginning of the title would be useful as mentioned in Step 5.

file requests tab

You can then copy the link or resend a request to your client.

resend request or copy link

If you need a complete integration, you can suggest a feature through this link.