Help Center
Requests
Create, send and manage document requests.
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Create a request
Work through the four steps of New request, then send it or save it as a draft.
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Add, remove or rename requested documents
Edit a request's checklist, before or after you send it.
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Ask for a short answer
Ask your client for a fact in one line of text instead of a file.
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Ask questions that change the checklist
Leave documents off a client's checklist unless their answer calls for them.
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Due dates and overdue requests
The default due date, how due and overdue requests are labelled, and how the due date drives reminders.
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Copy or share the client link
Copy your client's private link to all their requests and send it any way you like.
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Reset a client link
Generate a new link when the old one went to the wrong place. The old link stops working at once.
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Protect a request with a PIN
Add a 6-digit PIN that you give your client yourself, never by email.
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Send files to your client
Attach files to a request. Your client downloads them from the same link, with no email attachments.
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Duplicate a request
Copy a request as a new draft for the same client, with nothing uploaded.
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Complete or cancel a request
When to complete a request and when to cancel it, and what each one changes.
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Assign a request to a teammate
Give a request to a teammate, who then gets its notifications and its client replies.
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.