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Request Files From A Client

Use this page when you need the client to upload files or provide documents.

Open Shared Files

Start from Shared Files so the request lands in the right client context.

Shared Files with seeded folder, document, and work links
Shared Files with seeded folder, document, and work links

Request Files

Use the Request modal to describe exactly what the client should upload.

Shared Files request modal
Shared Files request modal

Check Before You Leave

The request should name the missing file, period, account, and deadline clearly.

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