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Generate an upload link from the client’s documents area or the document-gathering step of the Revenue Based workflow. Generating a link does not send a message.
  1. Choose the requested document types and link expiry. In the Revenue Based workflow, the checklist includes the last four months of business bank statements.
  2. Select Generate Link or Generate Upload Link.
  3. Copy the link to share it yourself, or select Email link to send it to the client’s email address.
With Notifications overhaul enabled in Labs, both email buttons use the same document-request template. It includes the requested checklist, an Upload documents button, the link’s expiration date and time in UTC, and instructions to reply for help. If you set an upload limit, the email includes it. If you leave document types unselected, the email refers to the documents your team requested without adding a checklist. Expiration is measured from when the link was generated. Sending an email later does not extend the link’s lifetime. Generate a new link if your client needs more time. In the Revenue Based workflow, Mark Sent & Continue records your workflow progress after you share the link. It does not send an additional email.