Help Center
Reviewing documents
Approve uploads, ask for replacements and download files.
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Review and approve uploads
Find new uploads, preview each file and approve it.
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Ask a client for a replacement file
Send a file back with a note, and your client uploads a new one with the same link.
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Approve several files at once
Tick files on the Documents page and approve them together.
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Download a file
Download any file your client uploaded, through a private link that expires in minutes.
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Download all files as a ZIP
Get every file on a request in one ZIP, prepared in the background and kept for 24 hours.
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Save approved files to Google Drive or Dropbox
Send each file you approve to Google Drive, OneDrive or Dropbox with Zapier or Make.
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Read and reply to client notes
Read the notes clients leave on their upload page, and how to answer them.
Spend less time chasing. More time doing the work that matters.
Make document collection the easiest part of working with your clients.
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