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Document requests

Email a request or copy a private upload link.

What it is and why it helps

Request one document from a subcontractor using an email or a copied private upload link.

How to use it

  1. Open the company and find its document requirement.
  2. Use the email request control to send to the contact email.
  3. Alternatively choose the upload-link control and copy it into your own communication.
  4. Revisit the record after upload to review the file and expiration.

Email requests

Emails describe the requirement and provide a link. Their wording reflects the recorded expiration date or asks for a missing file when no date is recorded. Successful sends are recorded in history; provider acceptance is not guaranteed delivery.

Each request creates another link. Check the contact email and spam folders if the recipient cannot find it.

Put this into practice

Open this feature