Upload document / Request documents

Stage documents, collect metadata, and create tracked requests for clients.

Guided upload

Confirm metadata first, then select files and review the completed local demo records.

Metadata

Select files

Review / complete

These values are applied to each file selected in the next step.

Request category

Visibility

Uploaded by

Description

Create a tracked request with owner, due date, priority, and activity history.

Requested document type

Assigned client

Due date

Priority