Request documents from a client
Document requests replace the email-attachment chase: you list what you need and the deadline, the client is notified automatically, and their uploads land in your Documents area.
Stepslink
- 1Open Document Requests and create a request — pick the client, title it, list the items you need, and set a deadline if you have one.
- 2On creation the client is emailed automatically with the request title, item count, deadline, and an "Upload in your portal" button.
- 3The client uploads against the request in their portal; files appear in your workspace Documents.
- 4If a workflow run for that client has an active document-request step, the upload completes it automatically.