What happens when you invite a client.

The moment you click Send Request, a sequence of events kicks off automatically. Here is exactly what happens from your client's perspective — from inbox to upload complete.

The invitation email

Your client receives an email within seconds. The From name is your workspace name (or sender name if you've customized it). The subject line references the request. The body of the email lists the documents you've asked for at a glance, with a large, clear button to open the upload portal.

The email is plain and professional — no aggressive marketing, no cluttered design. The goal is for your client to trust it and click it immediately.

The upload portal

Clicking the link opens a secure, mobile-friendly upload page. Your logo and brand color appear at the top. The page shows each document item as a checklist row — your item names, the descriptions you wrote, and a clear indicator of whether each item is required or optional.

There is no login, no account, no app to download. The link is unique to their request.

As they upload

Each time your client uploads a document, the item checks off on their screen and you receive a notification in real time — either by email or in-app, depending on your preferences. Their portal stays open so they can come back and add more items at any time until the request is closed.

Reminders

If your client doesn't finish in one sitting, the reminder sequence you've configured automatically follows up. Once they complete all required items, reminders stop immediately. No awkward nudge after the job is done.