Creating Your First Document Request

This guide walks you through creating and sending your first Document Request to collect documents from a client.

Prerequisites

Before you begin, make sure you have:

• At least one client added to your account
• At least one template available (you can use the default template)

Step 1: Start a New Request

1. Navigate to Document Requests in the sidebar
2. Click the New Request button in the top right
3. The new request dialog will open

Step 2: Select a Client

In the new request dialog:

1. Click the Client dropdown
2. Search for or select your client
3. If the client doesn't exist, you can create one directly from here

Step 3: Choose a Template

1. Click the Template dropdown
2. Select the template that matches what you need to collect
3. Preview the template documents to confirm it's the right one

Step 4: Customize (Optional)

Before sending, you can:

• Add a personal message - Include a note for the client
• Set a due date - Add urgency with a deadline
• Modify documents - Add or remove documents for this specific request

Step 5: Send the Request

1. Review all settings
2. Click Send Request
3. The client will receive an email with a Secure Link

What Happens Next

1. Your client clicks the link in their email
2. They access a secure portal (no password needed)
3. They upload documents and fill in required information
4. You receive notifications as documents are submitted
5. Once complete, you can review and approve

Tips for Success

• Add a clear message - Help clients understand what you need and why
• Set realistic deadlines - Give clients enough time to gather documents
• Use reminders - Enable automatic reminders for pending documents

Next Steps