A document request sends the recipient an email with a secure link to provide the requested files.
Open Requests under Action Pages on your dashboard.
Select New Document Request.
Enter the recipient's email address.
Add the requested documents. Choose an existing item from the document list and select Add. To make a reusable item type, choose Create a new item type, enter its title and optional instructions, then select Create.
Review the recipient and requested items. Set an acknowledgement or reminder schedule if needed.
Select Send request. FSTDocs emails the recipient a secure upload link, and the request appears in your Requests list.
Check that the email address and item list are correct before sending. You can open a request later from the Requests list to track its progress.