Asking someone to upload for you
Send an upload link to a lawyer, assistant, or other document holder so they can file the items you request without an account. Choose the items and expiry.
Steps
- Open Documents and choose Ask someone for a document.
- Tick the items you need under What are you asking for. You can include added items as well as checklist documents.
- Enter a Name or firm, add an optional email for your records, write any note they should see, and choose Expires in.
- Choose Create the link. Copy the address shown and send it to the document holder yourself.
- The recipient opens the address and chooses a file for each requested item. They can upload only against the items you named.
- Review the files that arrive as pending on your checklist. Open each one and confirm it when it is complete and current.
Questions and answers
- Does entering their email send the upload link automatically?
- No. The email field is for your records. Copy the address after creating the link and send it to the person.
- How do I stop further uploads?
- Find the link under Open links and choose Withdraw. The recipient can no longer file documents through it. Anything already filed remains with your company.