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Review & collaboration

Requesting documents and following up with clients

Create a specific client request, schedule controlled reminders, receive files with context, and keep the request history connected to the client record.

ReviewedAugust 21, 2026

ForConsultants, accountants, and client contacts

Find itPortfolio → Clients → Collaboration

Document requests give the client one clear destination for the files or facts you still need. Each request keeps its sender, recipient, status, comments, reminders, and received files together.

Create a useful request

  1. Open the client and choose Collaboration.
  2. Describe one concrete need, add a due date, and identify the claim or project when relevant.
  3. Review the recipient and wording before sending the secure link.

Remind without duplicating work

Use an individual reminder for an urgent request or a batch reminder for reviewed overdue requests. Reminder state is checked when the message is sent so completed or changed requests are not treated as if they were still pending.

Review what arrives

Client uploads enter SREDlog with the request context and actor history intact. A claim preparer still reviews and places each item before it becomes relied-on project evidence.

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