Help Guides
Browse verified instructions for using FSTDocs.
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.
Master Documents
How to Create an Intake Form Master Item
Build a reusable intake form, start from a template, and publish or preview a version.
Document Requests
How to Create a Document Request
Build and send a secure document request to a client from your dashboard.
Document Requests
How to Read the Request Overview and Item Table
Understand the request counts, progress, item statuses, and the difference between documents and intake forms.
Document Requests
How to Use Request Actions and Mark a Request Complete
Add an item, send or resend a request, and understand when completion is available.
Document Requests
How to Cancel a Document Request and Understand Its Effects
Stop an active request, disable client access, and understand what happens to files, answers, reminders, and usage.
Document Requests
How to Approve, Reject, or Discard a Requested Document
Review a document item, download its clean files, request a replacement, or mark it discarded without deleting its records.
Document Requests
How to Update Item Instructions and Manage Conversations
Edit an item's description, exchange messages with the client, and resolve a conversation without changing fulfillment.
Document Requests
How to Review Intake Items and Inspect Their Audit History
Use form-specific review actions, return answers for correction, and inspect who changed an intake submission and when.