Request missing documents
Add a document to a case checklist, then send the client the right list by email or portal message.
Source reviewed Product documentation
Open the case and find Awaiting in the right rail. This is the list to check before you chase a client.
Add what is missing
Choose Add below the list. If it is empty, use the + button in the Awaiting heading. Add documents to request lets you search the document list or type a one-off name. The full list opens from the expand button as Awaiting from client.
Upload the document when it arrives. The list keeps received items visible so you can see what was asked for and what came in.
Chase the client
Choose Chase on the Awaiting card, or Chase up at the bottom of Sources. The overlay opens on Email. Check the selected documents, edit the draft, then use Copy and paste the text into your mail app. Message is the portal conversation route; if the client has not joined, its invite field lets you prepare an invitation link first.
The selection in this overlay shapes this request. It does not remove an item from Awaiting.