Request documents or files from a client

Before you start

Create and send a document request

Select
Documents
and then the
Communications
tab.
Select
Add
and choose
Document Request
.
Choose a client, and then choose an existing contact or enter an email address for the recipient of the document request.
Choose the
Send via Email
or
Send via Client Center
checkbox.
note
If you choose
Send via Client Center
and the recipient is not registered for Client Center, then they will receive an email invitation to register.
The
Send via Client Center
checkbox will only be enabled if the recipient is an Individual and has a relationship to the selected client.
In the Document Upload Destination field, select
Browse
and navigate to the folder where you want the requested document to go.
Choose a request template to use, or enter a description of the files to be uploaded in the
Document Request
field.
Select a
Due Date
and an
Expiration Date
. The expiration date defaults to one year from today's date.
Enter a brief description of the request in the
Message Subject
field.
Select
Send
when you're finished.