--- title: "Use intake forms to streamline your work requests" description: "Learn how to create, share, and manage intake forms to centralize project requests and file uploads." url: https://help.filestage.io/fr/articles/9465091-use-intake-forms-to-streamline-your-work-requests collection: "Paramétrage et organisation des projets" updated: 2026-08-20 language: fr alternates: [en] --- # Use intake forms to streamline your work requests Learn how to create, share, and manage intake forms to centralize project requests and file uploads. _Filestage’s intake forms provide a structured way for stakeholders to submit new work requests — and a simple way for external parties to submit files for review. By using a dedicated form, you can ensure that every request arrives with the necessary context, deadlines, and files required to kick off your review process instantly._ * * * > **Info:** _Intake Forms are available only on Enterprise plans or, as a paid add-on, on Business plans._ ## How intake forms can help you Intake forms act as a professional "front door" for your team, allowing you to centralize project requests, briefs, and file uploads. By standardizing the submission process, you ensure every request arrives with the necessary context and files to start your review process immediately. **Intake forms help you:** - **Standardize briefings:** Use mandatory fields to ensure no request is submitted without critical details. - **Centralize assets:** Automatically collect reference files and project assets in one secure location. - **Improve organization:** Keep your dashboard clean by reviewing and approving requests before they become active projects. - **Enhance stakeholder experience:** Provide a simple, clear interface for clients or colleagues to submit their needs. * * * ## Adapt Intake Forms to fit your team’s workflow Here's how to create and share an intake form in six easy steps:

Navigate: Go to the Team tab at the top and select Project options from the left sidebar.
Alternatively, once your first form has been created, you can open your project dashboard and select Forms in the top right navigation bar.
Create: Click the Create form button.
Configure and build: In the form builder window, customize your submission requirements:
- Form name and description: Enter a name in the Form name field and add instructions in the Description box.
- Add questions: Type your question and select a response format from the Choose type dropdown (Short answer, Paragraph, Checkboxes, Dropdown, Radio button, Date, or File upload).
- Set requirements: Toggle the Required switch to make critical questions mandatory.
- Manage fields: Click + Add another question to expand your form, or use the duplicate and trash icons to copy or delete fields.
Configure form settings: Switch over to the Settings tab within the form builder to define how the incoming request behaves once submitted:
- Project template: Select which template should automatically be used to build the project after a stakeholder submits the form.
- Destination folder selection: Choose the exact workspace folder where the newly generated project should be placed.
Preview: Switch to the Preview tab at the top to see the interface from a stakeholder's perspective before going live.
Finalize and share: Click Save form and copy the generated link to share the public submission URL with your stakeholders.
When copying the link, keep in mind that there are two types of form links:
- Generic form link: copied from the central forms table. When someone submits a form via this link, a new project is automatically created and placed in a folder according to the form’s settings.
- Project-specific link: copied from within a particular project. Submissions via this link are added directly to that project, without creating any new projects.

> **Info:** _Only_ **_Admins_** _and_ **_Managers_** _have the permissions required to create, edit, or publish forms. > > Any external stakeholder with the link can submit a request, even without a Filestage account._ * * * ## Versatile Use Cases for Your Team Intake forms can be customized to support multiple creative and operational workflows, whether you are dealing with internal departments or external clients: - **Upload work requests:** Perfect for creative agencies or marketing teams to receive defined design, copywriting, or video creation requests from other departments. - **Submit project briefs:** Standardize how external clients send over comprehensive target audience descriptions, goals, and campaign context before a kickoff. - **Directly collect files and assets:** Easily gather raw production assets, brand guidelines, fonts, and heavy media items directly from creators or production partners into your workspace.attached files. * * * ## Workflow automation and file routing When a stakeholder submits a form, Filestage automatically routes the data to your chosen project. - **Direct-to-Review:** Files bypass manual sorting and land directly in the designated review step. - **Unified Data:** Text fields and supplementary information are attached alongside files, keeping project context immediately visible to reviewers. * * * ## Automatic Version Control Filestage helps prevent clutter by automatically stacking new files as versions of existing ones. For this to trigger, ensure the following: - **Exact name match:** The filename must be identical to the one already in your project. - **Version modifiers:** The system strictly recognizes the _“\_vX”_ suffix _(e.g., “Campaign\_Video\_v2.mp4”)_. - _Note: Filenames with spaces before the version number (e.g., " v2") or custom naming conventions without the underscore will result in a completely new file upload._ * * * 💡 **What's next?** Once you've accepted a request, see how to [organize your projects in folders](https://help.filestage.io/en/articles/2416550-organize-your-projects-in-folders.md) to keep your workspace tidy! * * * Let us know if you have any questions by reaching out to us on chat or emailing us at [support@filestage.io](mailto:support@filestage.io). We're always happy to help!