Get everything you need from clients in one secure request.
Create a request, add the items you need, and share one simple private link. Clients can upload documents, complete forms, confirm information, sign documents, pay invoices, and track what is left without creating an account.
- Upload signed contract Done
- Complete project brief Done
- Confirm project details Done
- Sign statement of work Pending
- Pay deposit invoice Pending
- Globe Astral confirmed project details2h ago
- Project brief form submitted1d ago
One request. One private link. Everything in one place.
Stop chasing documents across email, WhatsApp, shared folders, signature tools, invoices, and follow-up messages. Send one structured request and let clients complete each step from a single portal.
- 1
Create a request
Start a new request, give it a title, and link it to the right client.
- 2
Add required items
Choose what you need — uploads, forms, confirmations, signatures, or payments.
- 3
Share a private link
Send one secure link your client can open without creating an account.
- 4
Client completes each task
Your client works through every item from a single, guided portal.
- 5
Review everything in Documintly
Watch progress update in real time and keep every submission organized.
Collect, sign, and get paid from one client portal.
Document uploads
Request files directly from clients. Uploaded documents are automatically saved and linked to the right client.
Custom forms
Collect structured answers without separate forms, spreadsheets, or email questionnaires.
Confirmations
Ask clients to acknowledge important project details, terms, or required information.
Document signing
Send agreements, approvals, and other documents for signature directly within the client request workflow.
Invoice payments
Allow clients to pay invoices alongside their requested documents, forms, and signatures.
Stay flexible when things change.
Add another request item after sending, update pending steps, or reopen a specific completed item when a client needs to submit something again.
- Add new items after sending
- Edit pending items
- Reopen individual completed steps
- Protect completed submissions
- Track request activity in one timeline
Simple for clients. Controlled by you.
Clients do not need a Documintly account. Every request is shared through a secure private link that you control.
- No-login client portal
- Set request links to expire
- Revoke access anytime
- Replace an existing link when needed
- Track request activity in one place
Questions about client requests
Start managing your documents the smart way
Try Documintly free for 14 days. No credit card required to start — edit, sign, send and track in minutes.