Document Request List (DRL)

This feature provides the ability for users to request a set of documents from a recipient and to have a unified place for all the documents to be uploaded.

Request Documents

All requests will appear in the Request Documents dashboard.

Dashboard

Below, you will find the meaning of each document status. 

A. Completed- A document will be marked as complete for 1 of 2 reasons:

• The recipient chose 'Upload Done' on their upload screen.
• The firm changed the status to 'Complete'. 

B. Pending Upload- The recipient has not uploaded any documents. 

C. Partially Uploaded- The recipient has uploaded a portion of their documents. 

D. Overdue- Request is past the expiration date. 

New Request

1. Navigate to Request Documents.
2. Select New Request.
3. Enter the Recipients email.
4. Enter Subject.
   • This will appear in the subject line of the email the taxpayer receives.
5. Apply Template (optional). 
   • Templates can be made in Admin Settings.
6. If no template was applied, add a Message. 
7. Confirm document details.
   • Two options available for the Authentication Method
     • You can select Question & Answer OR
     • The client will need to request an Access Code. 
8. Enter the Document Name and Description.
   • These are free-form fields that allow you to enter your own text. 
9. Click Add Documents for every document you are requesting they upload.
10. Click Send Request.

Actions

Select the checkbox next to each document to complete one of the actions below:

1. Delete.
   • Once deleted, this cannot be undone.
2. Resend Access Link.
   • This will resend the document request to the recipient. 
3. Search all Document Requests by email address or client name. 
4. Filter alphabetically, by date or by status. 
5. Change Status. 
   
   • Once changed to Complete, this cannot be undone.
6. Preview document. 
   
   • Available for PDF documents only. 
7. Download the selected document.