Moving off shared drives and cloud storage.

Storage holds files. Client work needs more: documents requested and received, files discussed and approved, passwords sent safely, agreements signed, and a record of it all.

Storage isn't a client workflow.

A shared drive is a fine place to keep your own files. It gets awkward the moment a client is involved, because the client has to fit into a system built for your team.

Clients need an account, or a link that never expiresSo either the client signs up for something, or a folder link floats around with no end date.
Uploads land anywhereA shared "Upload here" folder fills with files named scan001.pdf, and nobody knows what's still missing.
The conversation lives somewhere elseFiles in the drive, questions in email, the decision in a chat thread.
Passwords and signatures need other toolsSo client work is spread across three or four apps, each with its own login.

A shared drive next to MyDocUploads.

Many teams keep their internal storage and move the client-facing work. Here's the difference.

What you need	Shared drive or cloud storage	MyDocUploads
Client access	Often an account, or an open folder link	Links with optional password, expiry and use limit. No client account.
Getting documents in	A shared upload folder	A file request per job, with allowed file types and an expiry date. Uploads are scanned for malware.
Discussing and approving	Comments in another app or email	Conversations on the file, and Mark Approved, recorded with who and when.
Passwords and codes	A separate tool, or email	Secure Drop, unlimited on every plan.
Intake questions	A separate form tool	Flow forms from templates, with upload questions. Answers stay in the client's workspace.
Signatures	A separate e-signature tool	Sign, built in. The signed copy comes back to the same workspace.
Who did what	Varies by product	An activity record in every client workspace.
Finished clients	Folders linger forever	Archive the workspace. Files stay viewable, and it stops counting toward your plan.

What to move, and in what order.

First

Active clients only

Create a workspace for each client you're working with now. Leave finished work where it is.

Then

A simple folder plan

Use the same few folders for every client, such as Onboarding, Agreements, Ongoing work and Internal notes. Internal notes stay private to your team.

Then

Only the files in play

Upload the documents you'll need in the next month. Everything else can move when it's needed.

Then

Send the next request from MyDocUploads

The next time you need something from the client, send a file request instead of a folder link.

Later

Close out old links

As clients move, turn off the old shared folder links so documents live in one place.

Questions about moving off a shared drive.

Do we have to replace our shared drive?

No. Many teams keep their internal storage and use MyDocUploads for everything that involves a client: requests, sharing, approvals, passwords, forms and signatures.

Do clients need an account?

No. Clients work through links and never use a seat. Seats are only for your own team.

Can clients edit files?

You choose per link: view only, view and download, or edit. Word, Excel and PowerPoint files can be edited in the browser, and each save is a new version.

Where is our data stored?

MyDocUploads runs on Amazon Web Services (AWS) in the United States. Data is encrypted in transit and at rest.

How is pricing different from storage pricing?

You pay for your team's seats and client workspaces, not for each client who opens a link. Every plan includes every module. See pricing.

Move your active clients first.

Every module on every plan. Your clients never need an account.

Start 14-day trial Take the 2-minute tour