Use Doc Requests whenever you need something from a client: a signed form, ID, brand assets, a W-9. Add the app from the App Library.

1. 1

   Choose Request a document

   Describe what you need (for example "Signed W-9"), and add optional details or instructions.

2. 2

   Choose who to ask

   An existing client, or anyone by name and email. You can tie it to a project and set a needed by date.

3. 3

   They upload it

   People with portal access upload under Doc Requests. Anyone else gets an emailed link to a simple upload page, with no account needed.

4. 4

   You're notified

   When the file arrives you get an email (if Document requests fulfilled is on) and the request flips to fulfilled with the file attached.

• The list shows each request, who it's for, when it was requested and its status.
• You can cancel a request, copy its upload link, or remove it from the list.
• Open the file straight from the request once it's been uploaded.