How to add a file request to your checklist

Building a document checklist in your process

Let's see how: 

1. Go to Resources>Processes and select the one you need
2. Click on the Add New steps blue button 
3. Select Files to be uploaded 
4. Name your step and list your requested files (do not add any bullet point or hyphen)
5. Then confirm ✅

More questions about the file request?

Can a client upload several documents OR a folder per document request line item?

Yes, a client can upload several documents or a ZIP folder in the appropriate section under a file request line item. You can even define which file format or sizes you allow.

🎖We're here to help. Add a comment below to help us improve this article or this feature.