Send documents using email link
When a document request is sent to a client, they'll receive an email notification with a link in it. They can use that link to upload documents.
You can provide these steps to help your clients upload documents using the email link.
- Select the link in the email.
- SelectBrowse for File.
- Choose a document file and selectOpen.
- If the request asks for more than one document, repeat the previous two steps.
- SelectSubmit.