How to ask clients to upload documents (standard document requests)

Standard document requests let you ask every client who completes a questionnaire to upload the files you always need, such as ID, certificates or other documents. You set them up once per questionnaire, and every new client sees them. To ask just one client for a document, see the FAQ at the bottom.

To add these to your questionnaire follow these steps:

Step 1: Open the questionnaire customization screen

• Navigate to Settings in the left-hand menu and select Customization.
• Open the questionnaire you want to update (for example, Estate Planning) and move to the Setup tab at the top.

Step 2: Find the Standard Requests for Documents section

Click on the Setup tab and scroll down until you see the section labeled Standard Requests for Documents. Here you will find:

• Any existing standard document requests already associated with the questionnaire.
• A field for adding new requests.
• A Remove button next to each request if you need to delete or update an item.

Step 3: Add or remove document requests

To add a document request, enter the request text in the Add Document Request field, then click the Add button. Example: "Please upload a copy of your Social Security card."

To remove or update a document request click Remove next to any request you want to delete. If you need to change the wording, remove the old request and add a new one with your updated text.

Frequently Asked Questions

Who sees the standard document requests?

Every client user from that questionnaire is automatically asked to upload the requested files.

How do I change the wording of an existing request?

Remove the old request with the Remove button and add a new one with your updated text.

Can I ask just one client for a document?

Yes. Standard requests go to every matter that uses the questionnaire. To ask one client for something extra, use the Follow-up stage and choose Add document request for client. See How to use the Follow-up stage to collect client homework.

Can I ask for a file only when it applies?

Yes. Instead of a standard request, use a Yes/No question. For example, ask "Have you ever filed a gift tax return?" and only ask for the file if the client answers yes.

Can someone without an account upload a file?

Yes. Create an External Upload Link from a document request so a third party, like a financial advisor, can send files without seeing the matter. See Is it possible to let someone upload files without creating an account