Document Requests
Send and track document collection requests.
Document Requests
Document Requests are collections of documents sent to clients. Each request contains a list of documents and signatures that the client needs to complete.
Intakes Create NewRequest Lifecycle
| Status | Description |
|---|---|
| Draft | Created but not yet sent to client |
| Pending | Sent, waiting for client to start |
| In Progress | Client has started uploading documents |
| Completed | All required documents submitted |
| Expired | Past due date without completion |
| Archived | Closed and archived request |
Creating Document Requests
From a Template
Your client will receive an email with a Secure Link to their portal.
From Scratch
Documents
Each Document Request can have up to 50 documents. Each document has its own status:
| Document Status | Description |
|---|---|
| Pending | Waiting for client to submit |
| Uploaded | Client submitted, awaiting review |
| Approved | You approved the submission |
| Rejected | Returned with feedback for re-upload |
| Signed | Signature completed |
Managing Document Requests
View Details
Click any request to see:
- Client information
- Document status and progress
- Submitted files
- Activity timeline
- Due date and reminders
Review Documents
When a client uploads a document:
- Open the request
- Click on the document
- Preview or download the file
- Click Approve or Reject
If rejecting, provide feedback explaining what needs to change.
Request Changes
If a document isn't acceptable:
- Click Reject on the document
- Enter a reason/feedback
- The client is notified and can re-upload
Send Reminders
For pending requests:
- Open the request
- Click Send Reminder
- The client receives a reminder email with their portal link
Reminders can also be automated - see Settings.
Secure Links
When you send a Document Request, the client receives an email with a Secure Link:
Clients don't need to create an account or remember passwords
Each link is unique to the client and request
Default: 7 days. Adjust in your organization settings.
See Secure Links for more details.
Resending Links
If a client's link expires:
- Open the request
- Click Resend Link
- A new Secure Link is generated and sent
- The old link is immediately invalidated
Due Dates
Set due dates to add urgency:
- Clients see the deadline in their portal
- You can track overdue requests
- Automatic reminders can be sent as the deadline approaches
Request Actions
| Action | Description |
|---|---|
| Send | Send the request to the client |
| Resend Link | Send a new access link |
| Send Reminder | Send a reminder email |
| Edit | Modify request details or documents |
| Archive | Move to archived status |
| Delete | Permanently remove (if allowed) |
Bulk Actions
Select multiple requests to:
- Send reminders in bulk
- Archive multiple requests
- Export request data
Filtering and Search
Find requests quickly:
- Search by client name or request title
- Filter by status, date range, or assignee
- Sort by date, status, or client name