A better way to collect client documents than shared folders

Folders hold files, but they do not manage the request.

A folder can receive documents, but staff still need to know what was requested, which file belongs to which item, and what still needs follow-up.

• Clients upload files without naming the requested item.

• Staff sort and rename documents before they can review the work.

• Missing documents are tracked in a separate spreadsheet or email thread.

Replace the folder handoff with a checklist.

RequestFlow gives the client an upload path tied to the items you requested, then keeps status visible for you.

1. 1

   Create a checklist for the request.

2. 2

   Send the private checklist link instead of a folder link.

3. 3

   Clients upload files under each item.

4. 4

   Staff review files, ask for replacements, and export when ready.

5. 5

   Use missing-item status for follow-up.

Where RequestFlow differs from a shared folder

• Item names are visible before upload
• Each upload is tied to a requested item
• Clients get upload receipts
• You see missing and replacement status
• Requests can be exported when the packet is ready

When a shared folder is still useful

• A shared folder can still be useful for long-term storage after you have the files.
• RequestFlow is for the collection step, when the firm needs to know what is missing.
• Export the finished packet into your document storage system when the request is ready.