Help Center
Everything you need to know about using ClientDrop.
Quick Start Guide
Create a Template
Build reusable templates with the fields you need — text, files, dates, and more.
Create a Drop
Start a new document request for a client. Choose a template or build from scratch.
Share the Link
Send your client the magic link. They can submit documents without creating an account.
Get Notified
Receive email notifications when clients submit their documents.
Frequently Asked Questions
Do my clients need to create an account?
No! Clients access their submission portal via a unique magic link. No account or password required.
What file types can clients upload?
Clients can upload most common file types including PDFs, images (JPG, PNG), documents (DOC, DOCX), and spreadsheets (XLS, XLSX).
How secure are uploaded files?
All files are stored securely with encryption. Each drop has a unique, unguessable access token.
Can I send reminders to clients?
Yes! You can manually send reminder emails from the drop detail page, or set up automatic reminders.