To create a document upload request, follow these steps:

  • Navigate to your Account Settings by clicking the "Account Settings" button (or cog icon) in the bottom left corner of your dashboard

  • Click "Custom Intakes"

  • Create a Custom Intake

  • Inside the Custom Intake Editor, click "Custom Question" and select "Document Request"

  • Write the content of your request into the textarea (e.g. "Upload a photocopy of your passport"). This is what your client will see when they open the Smart Form on their phone or computer, along with an upload button

  • Click "Add Question" and toggle it on to add it to the Custom Intake

To invite your client to upload documents via your document upload requests, follow these steps:

  • From your dashboard, click "Create New" > "Form"

  • On the next screen, select your client and invite them to the Smart Form via email or text

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