Document Requests
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.
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.