In order to send a document upload request, you will need to follow the steps below:

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

  2. Click "Custom Intakes"

  3. Click on + Create Intake

  4. Inside the Custom Intake Editor, click the Custom tab

  5. Write the content of your request into the text area (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

  6. Mark the checkbox for Document request

  7. Click "Add Question"

  8. Toggle the question 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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