Ask someone for documents
Asking for documents by email usually means three emails and a wrong file. With a document request, the person gets one clear checklist and a private link to upload each item. Fetch does the chasing.
Send a request
- Open the conversation with the person.
- Under the tags at the top, click Request documents.
- Type the first document you need, like "Photo of the damaged item". Add Details if it helps.
- Tick Optional for anything that's nice to have but not required.
- Click + Add another document for each extra item. You can ask for up to 20.
- Pick a Due by date and write a Message if you like. Both are optional.
- Click Send request.
The request goes out as a reply in the same conversation, with the usual 20-second undo.
What they get
An email with your message, a link to upload, and a list of what you need. It tells them the link is private and they don't need an account.
Follow along
The conversation shows each item and where it stands:
- Waiting: nothing yet
- Checking: Fetch is checking the file
- Received: the file looks right
- Needs a new file: the file wasn't right, and they've been told why
When every required item is in, the request is Complete.
Good to know
- If a request is still open and you ask for more, the new items join the same checklist. They keep one link.
- When you reply while a request is open, you can tick Include the upload link to add it again.
- Quill can suggest documents to ask for in its drafts. Tick Also ask for documents to send them with the reply.
- Every file they upload is also kept in Documents.
- To stop a request, click Cancel request. This also stops the reminders.
- See what they see on the upload page and how reminders work.