{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a5e6bb3e52624b5b8317cf3d60be135c\" frameborder=\"0\" width=\"1540\" height=\"1155\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1155,"width":1540,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1155,"thumbnail_width":1540,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/a5e6bb3e52624b5b8317cf3d60be135c-8b8eb26436b0aec3.gif","duration":231.487,"title":"How-To: Creating and sending document upload client request","description":"In this video, I walk you through the process of creating a document upload request to securely collect documents from clients. I demonstrate how to set up a checklist for the required documents and specify the upload location. Once the request is sent, clients receive an email with a link to upload their documents directly. Please make sure to follow the steps outlined to ensure a smooth document collection process."}