How to request a document from someone?

To request someone to upload a document to Asora securely, follow these steps:

1. In the left-hand navigation menu, click Documents.

2. Click the + icon (hover text: Request Files).

3. Add a message explaining what you’re requesting, then click Next.

4. Tag at least one owner. Any documents uploaded through this request will automatically be tagged to that owner (and any other selected owners, accounts, assets, etc.). Click Next.

5. Enter the recipient’s email address(es). After typing each email, press Enter to confirm it, then click Next.

6. The recipient will receive an email with a secure upload link, which they can use to upload documents to Asora, even if they are not a registered user of the platform.

The video below walks through these steps: