Introduction
When someone requests files from you through RecordsKeeper.AI, you'll receive a secure link to upload your documents. This guide will walk you through the simple process of submitting requested files while ensuring compliance with file requirements and size limitations.
Step 1: Access the Upload Page
Click on the file request link received via email or WhatsApp
The link will open RecordsKeeper.AI's secure file submission page
Review the request details at the top of the page
Step 2: Review Request Information
Check the request title to ensure you're responding to the correct request
Read any accompanying message or instructions from the requester
Note any specific requirements mentioned in the request
Step 3: Prepare Your Files
Before uploading, ensure your files meet the system requirements:
Acceptable formats: Word, PDF, Excel, Images, PPT
Maximum file size: 100MB per file
Files should be properly named and formatted
Step 4: Upload Your Files
Click the blue "Click to Upload" button
Select the file(s) from your computer
Or drag and drop files directly into the upload area
Wait for the files to complete uploading
Step 5: Review Uploaded Files
Verify that all files appear in the "Uploaded Files" section
Check that file names are correct
Remove any incorrectly uploaded files using the delete icon (🗑️)
Add additional files if needed
Step 6: Submit or Reject
Choose one of two actions:
Click "Submit Files" to complete your submission
The requester will be automatically notified
You'll receive a confirmation of successful submission
Or click "Reject Request" if you cannot fulfill the request
Provide a reason for rejection if prompted
Best Practices
Double-check file formats before uploading
Ensure files are under the size limit
Use clear, descriptive file names
Submit all related files together
Respond to requests promptly
Conclusion
Submitting files through RecordsKeeper.AI is a straightforward process designed to maintain security and organization. By following these steps, you can ensure your files are properly submitted and reach the requester efficiently.