Request documents or files from a client

Before you start

Create and send a document request

Select
Documents
and then
Communications
.
Select
Add
, then
Document Request
.
Select a client, and then select an existing contact or enter an email address for the recipient of the document request.
Select
Send via Email
or
Send via Client Center.
note
If you select
Send via Client Center
and the recipient isn't registered for Client Center, then they'll receive an email invitation to register.
If you select
Send via Client Center
this 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 go to the folder where you want the requested document to go.
Select 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 1 year from today's date.
Enter a brief description of the request in the
Message Subject
field.
Select
Send
when you're finished.