All help topics Files

Files guide

Asking someone for a document

Instead of writing an email and then chasing people, you open a request: whoever receives it uploads into the right folder, and you see who has done it and who is missing.

To ask for a document:

  1. Go into the folder where the files should end up.
  2. Open the «Add» menu, top right, and choose «Request files». (You also get there by right-clicking the folder → «Folder tools» → «Request files».)
  3. In the window that opens, fill in the four parts:
    • «What are you requesting?» — give the request a name (“2024 company search”) and, if useful, a detail. With «Add another request» you ask for more than one at a time.
    • «Who are you asking?» — look people up by name or email.
    • «How do you collect the files?» — «One file from each» when you need the document from every person (everyone’s payslips), or «Just one from the group» when it is enough that somebody uploads it and the matter is closed.
    • «Due date (optional)», if you want one.
  4. Press «Send request».

Whoever receives it gets a notification and uploads straight into the folder: they don’t have to work out where the file goes.

Seeing where they stand

Right-click on the folder → «Folder tools» → «Folder requests»: the list opens with the state of each one — «Not started», «In progress», «Completed» — and the count of what has been delivered.

The requests made to you are in the «Add» menu → «My requests».

If it repeats every week or every month

A request can be recurring: it repeats by itself at the frequency you choose, without you having to remember. If someone skips a round, the backlog stays counted — it does not vanish at the next one.

Who you can involve

Only people in your organisation. To ask documents of someone outside you use a share in document-collection mode — a different thing, with its own page.

Questions this guide answers

  • how do I ask a colleague for a file
  • how do I get someone else to upload a document
  • I have to collect everyone's payslips
  • how do I chase whoever hasn't uploaded yet
  • file request
  • request files
  • my requests
  • folder requests
  • recurring request
  • one file from each or just one
  • every month I need the same document from the same people
  • collect everyone's ID document