Create your request
Choose a ready-made checklist or build one yourself. Add the file uploads and questions you need, assign a client, and set the reminder schedule.
HOW IT WORKS
From first request to file complete.
No more hunting through attachments, shared links, and message threads.
Share one private link
The client receives the request. To open the portal, they verify a six-digit code sent to their email. They can come back later without creating another password.
Receive the documents
Clients answer questions and upload files. The business sees each item, downloads submissions, and requests corrections if anything is missing.
Review, finish, access
Approve items and close the request. Both parties retain secure download access while the request link remains valid under the applicable retention policy.
One link. Everything handled.
Build your first document request in minutes.