CLIENT DOCUMENT REQUEST CHECKLIST

Client: [client name]
Purpose: [what these documents help you do]
Period or engagement: [period / engagement]
Return location: [the client's private portal link]
Requested by: [your name and contact]

BEFORE YOU SEND THE REQUEST
[ ] Ask only for documents needed for this work.
[ ] Name each document in words the client uses.
[ ] Give the date range, required pages and acceptable format.
[ ] Identify anything the client must request from someone else.
[ ] State a requested date and what happens after you review the files.
[ ] Explain who can access the documents and the applicable retention.

REQUEST LIST - repeat for each document
Document: [plain name]
Period or version: [dates / version]
What counts as complete: [required pages / fields]
Accepted format: [PDF / photo / other]
Needed by: [date, if appropriate]
Depends on someone else: [yes / no; first action]
Status: [requested / received / correction requested / checked]

MESSAGE TO THE CLIENT
Please send the documents listed above to [portal link]. Start with
[document] because [reason]. If a file is unavailable, tell us which
one so we can agree the next step.

If photographs are suitable for this request, use good light, keep
all edges visible and send every page. Check that the text is legible.
If an original or another format is required, follow that requirement.

We will review the uploads and let you know if anything needs correcting.

This is a manual planning template, not an official or compliance list.
The status words above are for your own checklist; they are not Droplana
file-status options. Droplana file status is Approved, Rejected or unset.

Droplana: one private client portal for sending documents and getting
files back. Learn more: https://droplana.com