With Request documents you request files from other people in a targeted way – for example from clients or colleagues. The recipients upload the documents, and you follow the live status of each request.
Create a document request
In the files area, open the Request documents button. The Document requests area opens.
Click ＋ Create first request (or the ＋ at the top) to create a new request. You then define which documents you request from whom. Open and answered requests appear here with their current status.
Pick a recipient & sign in
When creating a request you choose the recipient straight from the project users or type an email address ("Pick a project user or type an email"). Use + Item to add as many requested documents as you need; multiple files can be uploaded per request.
Recipients without their own account sign in easily via a one-time password (OTP) sent to them by email, then answer the request directly.