Introduction
Welcome back to Tidyflow! We’re excited to guide you through our newly enhanced feature for requesting documents from your clients. This update is designed to make collecting files smoother, faster, and far more organized. With this improvement, you can streamline communication, reduce manual follow-ups, and keep every client submission neatly managed in one place — a truly genius addition to your workflow.
How to Request Client Files
Follow the steps below to send a document request to your client:
1. Navigate to the Client List - Go to the Client List to access your existing clients.
2. Select the Client - Choose the specific client you want to request documents from.
3. Click on the Jobs Tab - Inside the client profile, open the Jobs tab.
4. Select an Existing Job Choose the job where this request should be added.
If you don’t have an existing job yet, click the + button in the upper right corner to create one.
5. Click “Add Client Request” button - This will open the request creation window.
6. Type Your Request Description - Enter a clear description of the documents you need from the client.
7. Click “Send All Client Request” button - Once done, click the Send All Client Request button to deliver the request.
What Happens Next?
Your client will receive a notification informing them of the document request.
As soon as the client uploads the requested files, a Client Uploads folder will automatically be created within the client Files.
This folder will store all documents uploaded by the client in response to your request.
Organizing Client Uploads
You can move the uploaded documents to your preferred folders for better organization. Simply click on the three dots next to the file, and choose the destination folder.