Help Center

1. How are documents uploaded to DISCLOEZY?

Only clients can upload documents. Legal professionals send a secure request, and clients use the link provided to upload files directly—no login or account required.

2. Can legal professionals upload documents?

No. For security and audit integrity, only clients are permitted to upload documents. This ensures a clear, tamper-proof chain of custody.

3. How are uploaded documents named and displayed?

Clients name their own documents during upload. DISCLOEZY preserves these original names to maintain clarity and transparency.

4. How are documents organized in the system?

Documents are automatically grouped under the specific request item. Legal professionals can manually reorder files to suit their preferred review or print sequence.

5. What happens if a client uploads the wrong document?

The legal professional can leave the incorrect file in place, send a new request using the Resend Link button, and handle sorting during review or batch printing.

6. Can I require certain documents during the request?

Yes. You can mark specific documents as required when creating the request. Clients must upload them before they can complete the submission.

7. Can a client skip a document if it’s not required?

Yes, but they must provide a reason. If a document is marked as “not required,” the client can bypass it only by adding a comment explaining why.

8. How do I request more documents after the initial upload?

Click the Resend Link button to request additional files from the client. You can do this as many times as needed.

9. How do I know the order in which documents were uploaded?

The timeline feature clearly shows the order of uploads, so you can always see what came in first and last.