Where to find it: Documents & PBC requests

Request and collect the documents you need — a checklist the client works through in their portal.

Documents is where you ask clients for the files you need and track what's still outstanding.

Where to find it

Sidebar → Documents (or from a client's record).

What you can do here

Create a PBC request — a checklist of documents to collect.
Let the client upload straight from their portal.
Track progress and chase what's missing.

See Document requests and collecting PBC items.