When the team needs a file from you, it shows up as a request. Open requests are listed on the Documents page under pending document requests, and in your Action Center.
Steps
- Open Documents and find the requested documents list, or open the item from your Action Center.
- Select the request you are answering.
- Add your file. The upload form is already linked to the request.
- Upload. The request updates so the team knows the file arrived.
When a file needs another try
Some documents are marked Review required or Replacement needed. That means the team looked at the file and needs something different: a clearer scan, a missing page, or the right period. Replace the file from its row, and read any note left on the request.
Once you have uploaded everything for a batch, you can let the team know you are done. Use the prompt that asks whether to mark your documents ready for review.
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