Document Requests

Overview

Document requests let you ask clients to upload specific documents through their portal. You create a request describing what you need, the client uploads the file, and you review it with an approve or reject workflow. The Document Requests page tracks every request across all clients in one place.

The Document Requests Page

Select Document Requests in the sidebar. The page shows a table of all requests with the following columns:

• Client — the client the request was sent to.
• Document — the name you gave the request (e.g. "March bank statement").
• Section — the filing section or folder the document is destined for.
• Status — Pending, Uploaded, Approved, Rejected, or Cancelled.
• Due Date — relative date, coloured red if overdue or amber if due within three days.
• Requested By — the staff member who created the request.
• Created — when the request was created.

An actions column appears on the right. Requests with status Uploaded show a Review button. Requests with status Pending show a Cancel button.

Searching and Filtering

Use the Search document requests... box to filter by document name. Use the Status and Section faceted filters to narrow results.

Bulk Actions

Select rows using the checkboxes and use the bulk action bar:

• Cancel — cancels all selected pending requests (hold Shift to skip confirmation).
• Delete — deletes all selected requests (hold Shift to skip confirmation).

Creating a Request

1. 1On the Document Requests page, click New Request or press N.
2. 2Select a Client from the dropdown. This field is required.
3. 3Enter a Document Name describing what you need (e.g. "March bank statement"). This field is required.
4. 4Choose a Section for the document. This field is required and defaults to 01. General Correspondence.
5. 5If the selected client has folders, optionally choose a Folder.
6. 6Optionally set a Tax Period and Due Date.
7. 7Optionally add a Note with instructions for the client.
8. 8Click Send Request or press ⌘+↵ to send the request to the client's portal.

Reviewing an Upload

When a client uploads a document against a request, its status changes to Uploaded and a Review button appears in the table.

1. 1Click the Review button on an uploaded request to open the review dialog.
2. 2

   The dialog displays the request details — document name, client, section, status, and any note you included — followed by a list of uploaded files. Each file shows the file name and size, with a download button and an image preview for supported formats.

3. 3

   Choose one of two actions:

   • Click Approve to mark the request as complete. The uploaded document is filed into the client's document store.
   • Click Reject to send the document back. You are prompted to enter a Rejection Reason explaining why the document was not accepted. Click Confirm Reject to finalise.

What's Next?

• Client Documents — view requested documents alongside other client files
• Request Templates — create reusable sets of document requests
• Signing Requests — send documents for digital signature