Fastest Way to Build an HR Document Upload Form Using FileDrop.pdf

hello258663 6 views 12 slides Sep 22, 2025
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About This Presentation

Still collecting HR documents over endless emails? 📧😩
FileDrop makes it effortless to create a secure HR upload form — branded, organized, and ready in minutes.

With FileDrop, HR teams can:
✅ Build a custom file upload form without coding
✅ Collect all employee docs in one secure plac...


Slide Content

Create Your FileDrop
Account
Access the File
Forms Dashboard
Add Employee
Information Fields
Configure the
Upload Section
Manage and Review
Submissions
Add Instructions and
Customize Branding
Share the Form with
Employees
Connect Your Google
Drive
Add a Strong Call-to-
Action (CTA)
Start a New File
FormHow to Automatically Upload
and Organize Expense
Documents in Google Drive
Send Submissions to Google
Sheets Automatically

Create Your FileDrop AccountHow to Automatically Upload
and Organize Expense
Documents in Google Drive

Access the File Forms DashboardHow to Automatically Upload
and Organize Expense
Documents in Google Drive

Start a New File FormHow to Automatically Upload
and Organize Expense
Documents in Google Drive

Connect Your Google DriveHow to Automatically Upload
and Organize Expense
Documents in Google Drive

Add Instructions and Customize
BrandingHow to Automatically Upload
and Organize Expense
Documents in Google Drive

Add Employee Information FieldsHow to Automatically Upload
and Organize Expense
Documents in Google Drive

Configure the Upload SectionAdd a File Upload field.
Enable multiple file uploads so employees
can send several documents at once (ID,
tax form, contract, etc.).
If needed, set file type restrictions — for
HR, allowing PDF, DOCX, JPG, PNG covers
most needs.
Optional: Add a note like “You can upload
up to 10 files in one submission.” How to Automatically Upload
and Organize Expense
Documents in Google Drive

Add a Strong Call-to-Action (CTA)Change the Submit button text to be specific:
“Upload to HR”
“Send My Documents”
Ensure the form flow is:
Employee fills personal info
Employee uploads documents
Employee clicks submit How to Automatically Upload
and Organize Expense
Documents in Google Drive

Share the Form with EmployeesHow to Automatically Upload
and Organize Expense
Documents in Google Drive

Manage and Review Submissions
Each new submission instantly
appears in your Google Drive folder.
If “separate folders” is enabled, you’ll
see each submission organized
automatically.
Open and review the files to ensure
completeness.
Move verified documents to long-term
storage folders in Drive.How to Automatically Upload
and Organize Expense
Documents in Google Drive

Send Submissions to Google Sheets
AutomaticallyHow to Automatically Upload
and Organize Expense
Documents in Google Drive