Request compliance docs by email
Send a sub a one-time link to upload their documents - no account needed.
- 1On the Compliance tab, find the sub's card and click Request via email.
- 2Pick which documents you need (it defaults to what's missing or expired).
- 3Click Create secure link, then Copy it or use the Email button to send a pre-filled message.
- 4The sub uploads their files with no account. They land back on the card as pending for your review.
If a sub uploads only some of the requested docs, the link stays open - it shows what's still needed and they can come back to finish later.