video1.0<iframe src="https://www.loom.com/embed/a5e6bb3e52624b5b8317cf3d60be135c" frameborder="0" width="1540" height="1155" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11551540Loomhttps://www.loom.com11551540https://cdn.loom.com/sessions/thumbnails/a5e6bb3e52624b5b8317cf3d60be135c-8b8eb26436b0aec3.gif231.487In 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.