Embedding Customer Upload Into A Page On Your Website

Website developers wanting to embed Customer Upload into a website use an iFrame along with the logo=no parm.

IMPORTANT! My Docs Online Customer Upload provides you with a SECURE (HTTPS) link to reassure your customers that their files are protected during upload. If you embed Customer Upload into your website using this method, and your own website is not itself secured via HTTPS your users will be warned by most browsers that their session is “Not Secure”. Even though the embedded My Docs Online portion is itself secure, your customer will perceive it is not secure.

If your website does not use HTTPS and providing a clearly secure upload for your customers is important, you should NOT embed Customer Upload using this method. Instead, link to your Customer Upload page, and customize it with your logo to “brand” it. That way browsers will inform your users that your Customer Upload page is secure.

For embedding details using iFrame see this FAQ article.

To find your account’s Customer Upload link and customization options:

  • Login here with your Admin ID: https://www.mydocsonline.com/securelogin.html
  • Click Group Administration–>Group Settings–>Customer Upload
  • View and test your Custom Customer Upload link
  • Click “Customize” to access available options, as described in this blog post

Customer Upload Enhanced To Support Customizable “Departmental Links”

(For general information on Customer Upload features and customization see this post.)

The My Docs Online Customer Upload feature has long included the ability to create “departmental” subfolders under \Customer Upload with unique links using the f= parameter. The feature is usually coupled with folder permissions and notification options associated with a particular Login ID.

Now these links also include the ability to customize the upload form separately from the main Customer Upload link and other “departmental” links.

Although all Customer Upload forms share the same custom logo, all other fields and options are now unique to the subfolder, including instructions, optional fields, prompts, file type rules, and more.

To set up a departmental upload link and customize it follow these steps:

  • login with your Administrator ID using the browser interface
  • Open the \Customer Upload folder (if you don’t yet have that folder create it with “Create Folder” and then open it
  • While in \Customer Upload use “Create Folder” to add the departmental folder
  • Select “Details” from the Action menu for the departmental folder

You will see two things in the details dialog: the unique link and a link to “Customize upload form for this link”. Clicking the link will take you to the customization wizard for the departmental folder, which is the same as the regular Customer Upload customization, with the exception of logo upload.

The departmental upload link can be used on a website or in emails. Remember to use folder permissions and email notifications for the departmental folder as desired.

HOW TO: Transfer Your MYDOCSONLINE Files To Your Dropbox Account

You ask, “How do I move files to Dropbox?”

By using our free MDO SDK tool you can easily transfer your MYDOCSONLINE files into your Dropbox account.

It’s as simple as copying a MYDOCSONLINE folder to your local Dropbox folder, which in turn causes Dropbox to copy your files to the Dropbox cloud.

A MYDOCSONLINE Support Team Member writes the SDK configuration script for you. Next, you install it on your PC. You may run it manually or automate it with Windows Scheduler to run daily. It’s that easy!

We won’t need any Dropbox credentials (ID and password) because we use the local PC Dropbox folder as the intermediary.

Contact [email protected] to get started today!

Receive Customer Files Securely with Complete Customization

Our Customer Upload feature is used to receive customer files, securely, and easily. The most recent round of enhancements to Customer Upload adds more customization options then ever before using a Customization Wizard that walks you through each option, with a live preview along the way.

Customization now supports:

  • Uploading, aligning, and sizing your own logo
  • Adding a custom “instructions” section to tell your customers what you will do after you receive customer files
  • Customization of prompts for each of five form fields, one required (identifying who is sending the files, which becomes the subfolder name the files are uploaded to), and four optional fields, including email and comment, plus two more you can define yourself
  • Optional “I am not a robot” processing using Google’s reCAPTCHA checkbox. You want to receive customer files, not files from a robot
  • Customizable “Upload Complete” message
  • Optional confirmation email to your customer, with customizable subject, message body, and optional list of files uploaded
  • Optional “file type whitelist” to restrict uploads to types of files you specify (for instance image files only:.pdf, .png, jpeg, .jpg, .tif, ,tiff)
  • Notification email (and notification flag) to you using standard My Docs Online email notification
  • In the My Docs Online browser interface “Action:Details” for any file received via Customer Upload now includes all the information from the form your customer completed when doing the upload
  • Optional link to a specific subfolder under \Customer Upload, enabling unique links (as well as notifications and permissions) for individuals or groups/departments within your organization

Customer Upload can also be “embedded” in your website (only do this if your site uses https: to avoid browser warnings).

To view your new customer upload link and access the Customization Wizard:

As always, contact us with any questions or issues, or for hands-on help with customization.

Tax Accountants Receive Files With Customer Upload

One of the key features of My Docs Online used by Accountants during tax season is Customer Upload, which gives them a secure, efficient, and client-friendly way to electronically receive key client files. Customer Upload is easy to set up as a branded, standalone page displaying the Accountant’s logo, or it can be embedded in the Accountant’s own web site.

An easy solution for accountants to get income tax documents

 

HOW IT’S DONE

Share the secure HTML link to your MYDOCSONLINE Customer Upload page in emails, or embed the upload link on your web site.

There are no User IDs or Passwords required for clients to Upload tax files. Your clients can use the easy “Drag and Drop” zone to upload files into your account. There is also a “Browse” option for client to upload files from their computer into your account. Easy file uploads and progress bars makes it simple to see when file upload is complete.  Upload email notifications are automatically sent to your Inbox as client tax files arrive into your MYDOCSONLINE account.

Receiving client files through a professional Customer Upload web page for tax season is truly simple!

When your accounting firm is ready to send IRS e-signature forms you simply upload your document into your MYDOCSONLINE account and use the secure SHARE feature. It’s very easy to do!  Your client receives an email with a secure link to download and print or view the document.

TRACKING YOUR TAX DOCUMENTS

Your MYDOCSONLINE account allows you to track SHARED documents with a date and time stamp, and IP address as to where the document was downloaded to. There is no more second guessing if your document made it to your client in time.

FREE PROFESSIONAL ACCOUNT BRANDING

Professional free branding design gives your page a polished look to match your business site and brand. In addition to “branding” your Customer Upload page with your logo, additional instructions can be added to your page to further customize your Accounting firms specific document requirements. Send us your logo, let us know your requirements, and we do the branding work for you! Same day turn around too!

SECURITY

We keep your client tax files secure and private. HTTPS and Transport Layer security is used for all MYDOCSONLINE accounts.  For further details go to our MYDOCSONLINE Security page at: https://mydocsonline.com/security-html/

Setup an account to quickly close email security loop holes in receiving tax files from your clients.

Go to https://mydocsonline.com/free-trial/ or call us during east coast business hours. MYDOCSONLINE Call Center:  239.495.1181