Request documents with an upload link

1. On the transaction, click Request documents in the Documents & compliance card, or the envelope icon on a missing document's row.
2. Under Ask, pick a party, or Someone else… and enter their name, email and role (they're added to the file).
3. Tick the Documents you need, up to 15, and add anything else with Something else?.
4. Optionally set Needed by, add a Note, and tick Also text them the link.
5. Click Send request.

They get an email from you with a private upload link. No account or login is needed, and they can upload PDFs, photos (JPG, PNG, HEIC), Word and Excel files up to 25 MB each.

Reminders

Closingbird follows up automatically: on the due date and every two days after, or, with no due date, three days after sending and again four days later. That's up to three reminders in all, counting any you send yourself, and never two in one day. In the request list you can also Remind, switch Auto reminders off, or Cancel a request.

When they upload

The file lands on the transaction and against the matching required document, and you're notified. When everything's in, they see Everything's in. Thank you!