Email template
Document upload instructions email
A client who has never used a secure checklist may not know what to do with the link. This email explains the first step, the file types, the photo tips and what to do if the client cannot finish in one sitting. It is short enough to read on a phone.
When to use it
Send this with the first request, or when a client asks how to open the link or upload a document.
How to use your document checklist
Hi {{client_name}},
The checklist link in our last email opens a secure page where you can upload the documents we need. You do not need a password or an app.
Open the link: {{checklist_link}}
Tap an item to see what we need, then upload a photo or a PDF. A clear photo of the whole page is fine. If you are on a computer, you can drag the file into the item.
Your answers save as you go. If you need to stop, close the page and open the link again later. You will continue where you left off.
If an item does not apply to you, choose the option to mark it as not applicable and add a short note. If you get stuck, reply to this email and we will help.
Thank you, {{firm_name}}
Replace the placeholders in braces with the client's details. Keep the client's tax ID or account number out of the email.
Notes before you send
- Keep the instructions short enough to read on a phone.
- Say that the client does not need a password or an app.
- Explain that the answers save automatically, so the client does not rush.
- Tell the client what to do when an item does not apply.
- Do not include a second checklist link in the same email. One link is easier to follow.
Questions about this template
Does the client need an account to upload documents?
No. The client opens the personal link from the email and can upload a file or a photo without creating an account or a password.
What file types can the client upload?
A photo or a PDF is usually enough. The client should upload the whole page and avoid cropping the amounts or the account details.
What if the client cannot finish in one sitting?
The answers save as the client goes. The client can close the page and return through the same link later without starting over.