How to create and send a document upload request

Cone’s document upload feature allows you to streamline and securely collect client documents
You can create a document upload request with a checklist to guide clients on what to provide
Customize where uploaded files will be stored within your system
Send initial emails and set reminders for overdue requests
Clients receive an email with a link to the upload portal, where they can view the checklist, upload required files, and submit their documents
Once submitted, you can track completion status and access the uploaded files in the specified location within Cone’s system
This feature centralizes document management, improving efficiency and organization for both you and your clients.