1. Create a list or Use a Template: Create a list of the documents you need or use a template. You also have the option to set reminders and an expiry date for this request. Attach a document if needed.
  2. Send it: Send it via email and/or text message to your client. Your client will receive a list and instructions to start the process of submitting documents.
  3. Client Uploads: Your client will upload documents and skip the files that are currently not available.
  4. Accept or Reject: The moment the client uploads a file, you will receive an email (if enabled) indicating that a file has been uploaded. You will be able to accept or reject the file.
  5. Clients Get Notified: Your client will receive a confirmation when you accept a document or a notification when a file is rejected. They will then need to resubmit it based on your comments.
  6. Download or Export: You have the option to save each document individually or export the entire file as a zip and save it to your online or offline drive.