Client Uploads

Step-by-step guide

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.

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You can communicate with the requester from the thread on each document item. Notes are visible to the reviewer.

  1. Open the requested document item in the upload portal.

  2. Open Leave a note for the reviewer, or the existing Notes & replies thread.

  3. Enter your question or response in the note box.

  4. Select Send note. The note appears in the thread, where you can read any replies.

Use the thread to clarify a document request or explain a replacement upload. Do not include passwords, verification codes, or unrelated sensitive information.

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