When your firm requests documents, they appear as document requests in the client's customer portal. There the area is called the Documents inbox.
Find requests
In the portal the user opens Document requests. New requests appear automatically – with live status. If there is nothing yet, the note "No open requests – When the firm requests documents, they will appear here." is shown.
Upload documents
Each request lists the items needed (e.g. "Wage tax statement 2024"), sometimes with a due date and a hint. The client uploads the matching files directly to the request and answers it item by item.
Track the status
Requests are grouped by status: Open and Done/Completed; withdrawn requests appear as Cancelled. This way both sides always see what is still outstanding.
The other side – requesting documents – is described in Requesting documents.