Request a Document
To request a document from a client, you must create a step in your flow. First, check if the required document is available in the default documents. If it's not, you'll need to create a Custom Document before making the request. Click here to give information to how to create a Custom Document.
Document Upload flow step
To request a Document you must create the step in your flow:
- Drag and drop the Document Upload to the workspace area.
- Enter a name for the flow step.
- Search the document you want to request.
- Click Save.