FSTDocs Help Center
How can we help you?
Find guidance for managing documents and requests, or get in touch with our support team.
Explore help topics
Browse verified guidance for the main workflows in your FSTDocs workspace.
Account & Billing
Browse guides in Account & Billing.
Client Uploads
Browse guides in Client Uploads.
Document Requests
Browse guides in Document Requests.
Getting Started
Browse guides in Getting Started.
Master Documents
Browse guides in Master Documents.
Security & Privacy
Browse guides in Security & Privacy.
Templates
Browse guides in Templates.
How-to guides
Step-by-step instructions for common FSTDocs workflows.
Account & Billing
How to Update Your Account Settings and Brand Image
Review your account details and upload or remove the brand image used in your dashboard and request emails.
Getting Started
How to Get Started with Your Dashboard
Find the main areas of your FSTDocs dashboard and start your first document workflow.
Client Uploads
How to Open and Verify Your Upload Request
Open the secure upload link, agree to any required terms, and verify your email with a one-time code.
Account & Billing
How to View Plans and Upgrade to Pro
Compare available plans and start a Pro subscription from the billing page.
Getting Started
How to Switch Workspaces
Change which workspace is active for your current FSTDocs session.
Client Uploads
How to Upload Requested Documents
Choose a requested document, select files, and upload them through the secure client portal.
Account & Billing
How to Manage Your Pro Subscription and Billing
Review subscription details, update payment information, view invoices, or cancel Pro renewal.
Client Uploads
How to Check Upload Status and Re-upload a Rejected File
Understand document statuses, read the reviewer's rejection reason, and send a replacement file.
Master Documents
How to Create a Master Document
Create a reusable master document item that you can add to future document requests.
Templates
How to Create and Use an Acknowledgement Template
Save acknowledgement text once, then require a recipient to agree before uploading documents.
Client Uploads
How to Send a Note to the Document Requester
Ask a question or respond to a reviewer in the notes and replies thread for a document item.
Document Requests
How to Send and Review Intake Forms
Send an intake form to a client, follow their submission, request corrections, and approve the completed form.
Help Shape FSTDocs
Have an idea for a better workflow?
Share a feature suggestion or vote for ideas from other users. New suggestions are reviewed before they appear publicly.
Still need help?
Contact our team and describe what you’re trying to do.