How to Add & Remove Documents in a Document Request

This guide provides step-by-step instructions on how to add and remove documents in a document request. It explains how to add multiple documents at once, apply a note to all added documents, edit notes for individual documents, and delete unwanted documents. It also offers a tip for retaining the stock note when adding documents individually. Viewing this guide would be helpful for anyone needing to manage document requests efficiently and effectively.

Go to the Request Documents Section
Click "Open" for the document request you wish to add to.

3. Click "Add Document"

4. Select the document(s) you wish to add. You can add multiple documents at the same time.

5. Click "OK" to add the documents.

6. Click "Delete" to remove any documents you do not want to request.

7. You can click the "Edit" below any document to change the note.

8. The next time your client logs into their document portal, these documents will be visible in the requested list.

9. You can also send a request to update them on the new documents needed.

TIP: If you add multiple documents at once, any text entered in the "Note" field will be applied to ALL the documents being added.

As you can see, the note was applied to all the added documents.

To add documents and retain their stock Note, add them individually, rather than in groups.