Applies to: Advisors
A document request creates a request that contains a link that provides a single secure and simple collection method for users outside of the deal team to upload documents. A document request is created in the preparation area. You can then send the request with the link to your clients so they can upload the documents you are requesting without logging in to the VDR. When they click on the link, all they have to do is enter their email address and begin uploading documents.
Only users to which you have given access can use the link to upload documents. Users are identified by their email addresses. You can set a due date after which the link will no longer be available. The default expiration is 30 days after it has been created. You can also delete links when you no longer need them.
Video - Create and manage document requests
In this video tutorial, learn how to create and manage document requests within DealCentre to collect documents for your deal from external contributors effectively.
How to manage document requests
Create document requests
- From the Deal List, select the deal for which you want to create a document request.
- From the Documents menu, click Preparation.
- Use one of the following options to access the Create Document Request dialog box:
- To create a document request to add files to the top-level of the Preparation area, select All Folders, click the three dots menu and select Create Document Request.
- To create a document request to add files to a particular folder, select the folder, click the three dots menu and select Create Document Request.
- In the Description field, enter a description of the documents you are requesting.
- In the Assignee(s) field, enter the email addresses of the users that you want to be able to upload documents.
- (Optional.) To automatically send a notification to all assignees, click Email this request to all assignees. You can also do this at a later date.
- (Optional.) In the Due Date field, enter the date by which you would like the documents to be uploaded. Documents cannot be uploaded to this request after the due date.
- (Optional.) In the Priority field, select the priority of the request.
- Click Create Request.
- Select one of the following options:
- To copy the link to the clipboard, click the Copy icon. You can paste this link in an email to the users that you want to begin uploading documents along with the list of documents that you want them to provide.
- To see what the link looks like and optionally add documents, click Preview Request Link. In the Email address field, enter your email address and click Next. The Upload Requested Documents screen is displayed. You can drag and drop documents or select files to upload.
- Click Close.
Edit or delete a document request
- From the Deal List, select the deal for which you want to edit or delete a link.
- From the Tasks menu, click Document Requests.
- In the Request column, click the request.
- Perform one of the following actions:
- To export the list of document requests, click the three dots menu in the left panel and select Export.
- To delete the request, click the three dots menu in the right panel and select Delete. Click Delete to confirm.
- To update status, priority or the due date, edit the fields in the right panel.
- To edit the people assigned to the request, in the Assignee(s) section, click the Edit icon. Make your changes and click Save.
- To resend notifications to assignees, in the Assignee(s) section, click the Notify Assignees icon.
- To open the folder associated with the request, in the Requested Documents area, click the folder name.
- To copy the document request link to the clipboard, in the Requested Documents area, click the the Copy the document request link to clipboard icon.
Copy the upload link after it is created
- From the Deal List, select the deal for which you want to create a link.
- From the Tasks menu, click Document Requests.
- In the Request column, click the request.
- In the right panel, in the Requested Documents section, click the Copy document request link to the clipboard icon.