Receiving and reviewing
Upload portals & requests
Give clients a page that lands files straight in your folder — with a form, file rules, a size cap, a deadline with invited uploaders, reminders and review.
Updated 2026-09-21
What a portal is#
An upload portal is a public page at /p/<slug> (or on your own domain) where anyone with the link sends files into a folder of your workspace. No account, no install for the uploader beyond the free desktop app for full speed; the browser path over HTTPS works where a gateway exists. Portals are on Pro and above, and creating one needs a verified email.
Create a portal#
Upload portals → New portal:
| Field | Notes | ||||
|---|---|---|---|---|---|
| Title | Required, up to 120 characters. Shown to uploaders. | ||||
| Message | Up to 2,000 characters, shown above the form. | ||||
| Folder | Where uploads land (the workspace root by default; created if missing). | ||||
| Ask uploaders to verify their email | On by default. A 6-digit code proves the address; the receipt and folder name carry it. Off: an optional email field for a confirmation. | ||||
| Password | 8 to 256 characters. | ||||
| Max size per upload (GB) | 0 = no limit. Checked before a transfer starts. | ||||
| Open for (days) | 0 = no expiry. Cannot exceed twelve times the plan's maximum share retention. | ||||
| Notify me on each upload | On by default: an email and a push per completed upload. | ||||
| Form fields | Up to 20, written as `project_code*, shot, notes, format:ProRes | DNxHR | H.264 — * makes a field required, name:A | B | C` makes a dropdown. |
| File rules | Accepted extensions (up to 50), maximum files per upload (up to 5,000), a name pattern with a hint, a minimum size. Rules are checked before a token is minted; the uploader sees exactly which file broke which rule. | ||||
| Delivery spec | Containers, codecs, minimum resolution, frame rates, audio layout, duration limits. Checked after arrival by the probe; off-spec files are flagged on the portal (⚠ N files off spec) rather than refused. | ||||
| Deadline | A date and time; with invited uploaders it drives reminders. | ||||
| Invite uploaders | Up to 100 email addresses who receive the request. | ||||
| Project | Groups the portal on a project page. |
Where uploads land#
Each upload gets its own folder under the portal's folder: <YYYY-MM-DD>-<sender>-<id>, where sender is the verified email or typed name (lower-cased, punctuation replaced by dashes, at most 40 characters) and id is a short random suffix. Folders are not accepted through a portal — files only, up to the plan's storage quota, which is checked live.
Requests, reminders and deadlines#
When you invite uploaders, each gets an email — {requester} is asking you for files by {date} — with the portal link and an Add the deadline to your calendar link (an .ics file with a reminder the day before). You can Re-invite at any time.
With a deadline set, Boita reminds invited people who have not uploaded yet 48 hours before, and again when it is overdue; you get Still waiting: N of M have not uploaded at the same time. Uploads still land after the deadline — the page says so and you are told.
What the uploader sees#
Your brand, the title and message, the size cap and closing date, then the password step and the email code if you asked for them, the form fields, the file picker and Send files. While the transfer runs they see progress; when it lands they see Upload complete — thank you and, if their email is known, receive Your upload to {workspace} was received. The page is in English and has a low-bandwidth switch.
Review uploads#
Open a portal to see its uploads with sender, message, form answers, files, size and status. From the phone you can Approve or Reject an upload (rejecting moves its folder to Trash, recoverable until retention ends) and add a note; a rule can act on that decision (Automations).
Pause, revoke, replies#
Pause keeps the link but tells uploaders this portal is paused; Resume reopens it. Revoke removes it for good — the link returns not found at once. Reply portals created from delivery pages (Send files back) are ordinary portals titled Files back to {you} that expire with the link.