Client portal

Document requests

Request missing documents from clients in a structured way.

Document requests structure which invoices or evidence a client still needs to provide. They should be specific, time-bound and assigned to the correct period.

Write the request

Select client and period, describe the required document type and add a clear deadline. Avoid confidential details in the subject when email notifications are used.

Track response

Status shows open, provided, reviewed or completed. Check uploaded files for client, period and readability before closing the request.

Avoid duplicates

Review existing requests and documents before sending again. Keep questions in the related item so communication and audit history remain together.