Help Center
Settings and branding
Your workspace, your brand and the emails you get.
-
Add your logo and brand colour
Put your logo and colour on the client upload page and emails.
-
Set a default request message
The message prefilled on every new request.
-
Choose which emails you get
New uploads, client notes, completed requests and file retention.
-
Workspace name, time zone and defaults
Your firm's name, time zone, default due date and contact details.
-
Update your profile, email or password
Change your name, job title, email or password.
-
Send events to other systems with webhooks
Send requests, uploads and notes to Zapier, Make, n8n or your own code.
Spend less time chasing. More time doing the work that matters.
Make document collection the easiest part of working with your clients.
Start your free trial
No credit card required.