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Collect Files Task Option
The Collect files task option is a fast and easy way to gather documents, brand assets, photos, and more from clients.
This article will explain how the Collect files task option works in Motion.io and provide instructions for using it.
👋 Tip: By default, all files uploaded by clients are available in the My Uploads folder that appears on the Files page of their portals. Click here to learn more about creating folders and managing files in Motion.io.
How to Request Files from Clients
After creating a new task or clicking the edit icon (see example) on a task you want to attach files to, click the toggle for 'Collect Files' under the Task Options section of the task composer.
The modal that opens after clicking Collect files will prompt you to enter names for the various files you are collecting. Adding file collections is especially useful when your team is collecting multiple files (or types of files), as it makes it clear to the client precisely what your team needs.
The collection names you specify not only make it clear to your client what files you need, but upon upload, the files your client adds to each collection will be automatically grouped together into organized folders your team can access from the file management area of that project.
