Guide · oh my practice
Request client documents
Ask once, with a list and a deadline. About four minutes to read.
Before you start
Email delivery and file storage need to be connected. A request can be recorded before its email is delivered.
The steps
- Open the client. Check the contact who should receive the request.
- Create the request. List each document you need, and mark any that are optional.
- Set the deadline. The link expires after it.
- Send it. The client gets one link. They do not need an account.
- Review what arrives. Each item shows received or pending.
Good to know
Anyone with the link can use it, so send it only to the person it is meant for.
