Document Requests
Trustworthy document collection
Create a structured Document Request, share a secure link, review each upload, send a response so recipients resubmit only rejected items, and confirm when every required item is done — available on Pro and above.
REQ-K7M2
- 1. Create a checklist request
- 2. Share a secure link — no account required
- 3. Review each item — Verified or Rejected with a reason
- 4. Send response — recipients resubmit rejected items only
- 5. Final confirmation when required items are accepted
- Signed engagement letterVerified
Download form
- Bank statements (last 3 months)Needs resubmit
- ID / passport copyRejected
Download form
Stop chasing the same checklist through inbox chaos. One Document Request link replaces stalled correction threads with a clear create → review → resubmit loop.
Recipients submit without an account. You mark each item Verified or Rejected with a reason, send one response, and they resubmit only rejected items while verified items stay locked.
Confirm when every required item is accepted by you. Optional sealing of accepted files follows the paths already available in the product — collection review is still requester review.
Collection loop
Create a request, share one secure link, review submissions, and loop on rejected-only resubmits until you confirm the pack is complete.
- 1
Create request
- 2
Share secure link
- 3
Recipient submits
Safe path - 4
Review: verify or reject
Safe path - 5
Send review response
- 6
Resubmit rejected only
Risk point - 7
Final confirmation
Safe path
Inbox chaos and stalled corrections
Tax packs, onboarding lists, and recurring document packs stall when “please resend” lives in email threads. Wrong files pile up, and nobody knows which upload was accepted.
Who Document Requests are for
Accountants collecting tax intakes, client teams running onboarding checklists, and operations teams that need a repeatable pack instead of ad-hoc attachments.
Collection lifecycle
Create → share a secure link → review each item → send one response → recipients resubmit only rejected items → confirm when every required item is verified by the requester.
Outcomes you can expect
One link for the whole pack, no recipient account required, and rejected-only resubmit so accepted items stay locked while corrections finish.
Plans and availability
Structured Document Requests with checklists, review, and resubmit are Pro and above. Free sealing remains available for your own files when you do not need client collection.
Request-item Verified is requester review — not the same as seal Document integrity, and not a person identity check.