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