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Clients & employees

Requesting documents securely

Chase what you’re waiting on, without email chaos.

From a blocked task or the client page, send a document request. The client gets one secure link — no login needed — with a checklist of exactly what you need. As they upload, each task’s trail updates and the blocked view clears.

One consolidated email per ask, never one message per document — and the reminders that follow it run on the cadence you set in Preferences.
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