Sign up for a free 14-day trial at infile.com/auth. No credit card required. You'll receive a confirmation email to verify your account. Once verified, you'll be taken to your dashboard where you can start setting up your workspace.

Navigate to the Clients page from the sidebar. Click "Add Client" to enter client details manually, or use "Import CSV" to add multiple clients at once. Required fields include name and email address. You can also add phone numbers, company names, and custom tags for better organization.

Go to Templates and click "Create Template". Give it a descriptive name like "Tax Documents 2024" or "Client Onboarding". Add sections to organize your form, then drag and drop field types (text, file upload, dropdown, etc.) into each section. Configure each field with labels, help text, and validation rules. Save your template when done.

Click "New Request" from the Requests page. Select the template you created, choose one or more clients as recipients, set an optional due date, and add a personalized message. Click "Send Request" and your clients will receive an email with a secure link to upload their documents.