Help Center
For clients
Uploading the documents you were asked for.
-
How to upload your documents
Open your link, upload each document and see what the labels mean.
-
You were asked for a different file
Find the note, upload the new file and see what happens next.
-
Send a note with your documents
Send a message with your documents, and who reads it.
-
My link doesn't work
Why a link stops working, and how to get a new one.
-
Is my information safe?
Who sees your files, how your link is protected and how long files are kept.
-
I didn't get the email
Check spam, find the sender, and other ways to get your link.
Spend less time chasing. More time doing the work that matters.
Make document collection the easiest part of working with your clients.
No credit card required.