You can create a new form at Admin Settings > Advanced Preferences > Remote Upload Forms.
Click the Add New Form button.
Form Description: This is the name of the form in the Remote Upload Wizard page of your account. This name will not be shown on the form itself.
Choose Destination: Choose whether to store uploaded files in a specific Folder or a File Drop. If the File Drops feature is enabled on your account, you can designate a created File Drop as the upload Destination. When choosing the File Drop option, use the drop-down menu to select from a list of File Drops that you have already created.
Choose Upload Folder: Select the folder where you want uploaded files to be stored. This folder must be a folder in the Shared Folders section of your account. If this folder has not been created yet, you will want to create it prior to using the Remote Upload Wizard.
Return users to: (Note: Any address in this field requires https://in order to function properly.) When a website is correctly entered into this field, a user that has uploaded a file to the remote upload form will be taken to the website chosen.
Request Uploader Info: When checked, users must enter their email, first and last name, and company before adding files to the form. If this box is not checked, uploaders will appear as Anonymous.
Custom Fields: You can add additional fields using the + menu. You have the option of marking these fields as required.
Copy and Paste Form
Once you have completed the form, click the Save and Get Code button. You will be able to copy the raw HTML iframe for your Remote Upload Form.
Warning: ShareFile does not provide additional code or advice beyond the provided sample. ShareFile cannot provide customer support for remote upload form code that has been modified beyond the template generated in the web application at the time of creation.
This code will remain available in the Remote Upload Forms section of your account. You can retrieve it by clicking on the View Code icon, or delete it from the list by choosing the Remove icon.
Finished Form Example:
In the creation of a Remote Upload Form for an account that has FINRA Archiving enabled account – there are a few differences.
Question: Why, when creating a Remote Upload Form on an Archiving enabled account, the Custom Add Fields are missing?
Answer: This is intentional.
Question: Why, after generating the code for the Remote Upload Form with uploader information required, the page only has the upload space but no fields to enter uploader Information?
Answer: This is intentional. FINRA policy requires all content on an archiving account to be static. Those fields are added to the notes of a file, so they would not be static.
Those fields are not valid for archiving enabled accounts because they would not be in compliance.