Help CenterThis guide explains exactly what clients see when uploading documents and how your staff can help if something goes wrong. Use this article to reduce confusion, speed up uploads, and avoid back-and-forth follow-ups.
What Clients See First
- Clients receive a secure link by email or SMS.
- When they open the link, they land on a simple upload page showing a list of required documents.
- Each item clearly explains what needs to be uploaded.
Step-by-Step: Client Upload Process
Clients follow a simple flow from start to finish.
- Open the secure upload link
- Review the list of required documents
- Upload files from computer or phone
- Submit once all items are complete
After each upload, the system confirms the file was received.
If a Document Is Missing
If required documents are not uploaded, clients see a clear message showing what is still needed.
They can return to the same link later to finish the request.
- Missing items are clearly labeled
- Completed items remain saved
- No need to re-upload finished files
Mobile Upload Tips for Clients
Many clients upload documents using their phones. Share these tips to avoid low-quality or incomplete uploads.
- Take photos in good lighting
- Avoid blurry or cropped images
- Keep pages straight, not sideways
- Upload one document per file if possible
Staff Troubleshooting Guide
If a client has trouble uploading, staff should check the following.
- File size limits are not exceeded
- Internet connection is stable
- Document matches the required item
- Photo clarity is readable
If needed, resend the upload link or extend the deadline.
How This Helps Your Firm
- Clear client instructions reduce delays.
- Staff spend less time on follow-ups.
- Cases move forward with complete, organized documents.
Document Collector makes client uploads simple, secure, and trackable for everyone involved.