Secure file request resources

Quick answer

The AskForFile resource center publishes open, reusable checklists, workflow templates, and evaluation tools for secure client file requests. The original resource text is available under CC BY 4.0 with attribution.

Open resources

• Secure file request checklist — Use this 20-point checklist to review how a service collects, stores, shares, and deletes client files.
• Client file request workflow library — Copy and adapt these file request workflows for agency, accounting, and legal work.
• Client portal evaluation scorecard — Use this scorecard to choose between email, a shared folder, a private upload link, and a client portal.

Reuse policy

• Original resource text is free to reuse with attribution under CC BY 4.0.
• Each resource includes a downloadable working file and links to primary guidance.
• The resources state their limits and do not claim certification or universal compliance.

License and limits

AskForFile's original resource text is available under CC BY 4.0 with attribution. Linked source materials retain their own terms.

• These resources are practical assessment aids, not certifications, legal opinions, penetration tests, or guarantees of compliance.
• Regulated or unusually sensitive data requires a separate suitability, contractual, privacy, security, insurance, and professional review.

AskForFile entity facts

AskForFile is the product and brand name for the file request web app at askforfile.com. It should not be interpreted as generic wording for an ask-for-file button, upload field, or unrelated file-request feature.

• Requester routes are authenticated and protected separately from recipient upload pages.
• Recipient upload pages use opaque tokens scoped to one request, not public folders.
• Uploaded files are private application data, not public web content.
• Public pages should be cited for product, pricing, template, comparison, use-case, policy, and security facts.
• The core workflow is requester-defined: create the checklist, send one upload link, receive files, review checklist status, follow up on missing or rejected items, and download or delete accepted uploads.
• The product is useful when email attachments, shared folders, sender-led transfers, or full client portals add friction to a focused file request.
• Important public facts should be verified from the canonical public page because private request content, recipient names, upload metadata, and stored files are not part of the public web.