File Request
File Request lets you ask a contact to upload documents directly to their record in Levitate. You send a request link through an email merge field, and the contact uploads files through a branded drag-and-drop page — no login or account required. Uploaded files land on the contact's Files tab, appear in their activity timeline, and trigger a notification to you as the requester.
Note: File Request requires both the Surveys and Files features to be enabled on your account. If you don't see this option, contact Levitate Support to confirm your account configuration.
Sending a File Request
File requests are sent using a merge field inside any email you compose in Levitate.
- Open the email composer and write your message to the contact.
- In the body of the email, insert the
{{File Request}}merge field where you want the upload link to appear. The merge field resolves to a personalized link for each recipient. - Send the email as usual.
Note: New file requests expire after 30 days by default. The contact will not be able to upload files after the link expires.
Requesting Files Directly from a Contact
You can also start a file request from a contact's profile without composing a full email. Open the contact, click the Files tab, and use the Request Files button. This is handy when you want to ask for documents from one specific contact rather than as part of a larger email send.
The Contact's Upload Experience
When a contact clicks the link in your email, they are taken to a branded drag-and-drop upload page. They can drag files onto the page or click to browse their device, then submit the upload — no Levitate account is required.
Note: The upload page is served from files.levitate.ai. If your contacts' IT or email security systems block unknown domains, you may need to ask them to whitelist files.levitate.ai so the link resolves correctly.
If a contact returns to the same link after already uploading, the page shows the files they previously submitted rather than an empty form. This lets them review what they've already sent without accidentally uploading duplicates.
Where Uploaded Files Appear
Once a contact submits files, those files are available in three places:
- Contact's Files tab — the uploaded files are attached directly to the contact record and accessible from the Files tab on their profile.
- Activity timeline — a timeline entry is created for the file request submission showing the names and sizes of each uploaded file. Draft responses (files uploaded but not yet submitted) also appear on the timeline.
- Requester notification — the person who sent the file request receives a notification when the contact completes the upload, so you know when documents are ready to review.
FAQs
Q: Can I send a file request to multiple contacts at once?
A: Yes. Because the file request is delivered via a merge field in an email, you can include the {{File Request}} merge field in a bulk or campaign email. Each contact receives a unique link tied to their own record.
Q: What happens if the file request link expires?
A: After the 30-day default expiration period, the link is no longer active and the contact cannot upload files through it. If you still need documents from the contact, send a new email with a fresh {{File Request}} merge field.
Q: Can I see if a contact started uploading but didn't finish?
A: Yes. Draft responses — where a contact has interacted with the upload page but has not yet completed the submission — appear on the contact's activity timeline so you can follow up if needed.
Q: Where do I go to review uploaded files?
A: Navigate to the contact's profile and click the Files tab. All files the contact has submitted through file requests are stored there. You can also see a record of each submission, including file names and sizes, in the contact's activity timeline.
Send Files as a Link
The Send Files flow is the outbound counterpart to a file request. Instead of asking a contact to upload something, you attach one or more files to an email you compose and Levitate delivers them as a secure download link rather than as a raw attachment. The link resolves for the recipient without a Levitate account, and the files are stored against the contact's Files tab so you have a record of what was sent. This also bypasses email attachment size limits — send files as large as 20MB apiece without hitting the recipient's inbox cap.
Composing a Send Files email
Open the email composer from a contact profile and enable Send as download link before attaching your files. Levitate replaces the raw attachment in the outbound message with a Securely Download Files link, so the recipient's inbox stays lightweight and any download activity is trackable.
The Files will be replaced with a secure download link in the email body note under the attachment list confirms Levitate will swap the raw attachment for a secure link on send.
Uploading files to send
You can also initiate a Send Files flow from the contact's Files tab using the Send Files button. This opens a drag-and-drop upload modal — drop the files you want to send, or click to browse your device, then click Next to attach them to a new email you compose to the contact.
Where sent files appear
After the email sends, the files show up on the contact's Files tab with a Source column noting how they were delivered. Secure Send means the file was delivered as a secure download link; Single Email means the file was attached directly to a one-off email. The Uploader column records the Levitate user who initiated the send, and the file remains available for the contact and your team to reference later.
Note: Secure download links expire after a set window. If a contact tries to open the link after expiration, they'll see a message that the link is no longer active — resend the file to generate a fresh link if they still need it.