File sync

Automatically sync approved client submissions to the tools you already use.
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Stop Manually Moving Files. Start Working.

/Clients
/
Name
/
Subject
Document 1.pdf
Oct 14
Document 2.pdf
Oct 12
Document 3.pdf
Sep 10
Every approved file request response automatically lands exactly where you need it—Dropbox, Google Drive, Box, Microsoft 365, and more. No downloads, no uploads, no busywork.
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How it works

1.

Connect a service

Connect to your preferred cloud storage platform.
2.

Select export destination

Select exactly where you want your file requests.
3.

Send request

Share a secure link with your client and wait for their submissions.
4.

Auto-export on approval

Once you review and approve the documents, they're automatically exported to your selected destination.

Frequently Asked Questions

How does automatic file synchronization work?
Once you connect your preferred cloud storage, every approved client submission is automatically and securely exported to the selected folder in your storage account, eliminating the need for manual transfers.
What happens if the export fails?
You'll get an immediate notification and can re-export with one click. The files remain safely stored in Pipefile for future access.