Help centre / Documents and requests

Documents and requests

A vault for each client, and requests that chase themselves.

In the workspace: Vault · Requests

1. Upload documents to a client's vault by financial year and shelf, or drop a whole folder to import it in bulk.
2. Each new version of a document is kept, and each is sealed with a SHA-256 fingerprint.
3. Ask a client for documents from Requests. Sakshra reminds them on a schedule until the documents arrive.
4. Mark a document as shareable to show it to the client in their portal.

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