Help Center

1. How can I make sure clients upload the right documents the first time?

→ Use clear, pre-filled request templates and mark essential items as “required” to avoid confusion. Add helpful instructions where needed.

2. Should I send all requests at once or break them into smaller parts?

→ Sending a focused request with clear groupings often improves completion rates. Too many requests at once can overwhelm clients.

3. What’s the best way to follow up with a client who hasn’t uploaded documents?

→ Use DISCLOEZY’s built-in reminders, or resend the request link with updated messaging to prompt quick action.

4. Can I explain to clients why each document is needed?

→ Yes. Adding a note or brief explanation next to each request builds trust and helps clients feel confident about what they’re uploading.

5. What should I do if a client skips a non-required document?

→ DISCLOEZY prompts clients to leave a reason when skipping non-required uploads. Review their comments to decide if further follow-up is needed.

6. How can I reduce the need for back-and-forth communication?

→ Pre-empt confusion by using smart templates, setting required fields, and enabling automated reminders.

7. Can I resend a disclosure request if I need more documents later?

→ Yes. You can use the Resend Link button at any time to request additional documents from your client.