How to invite your client to share documents

1. Create the request. In the Virtual Office, under Requests → New request, choose the client (or create them) and select the documents.
2. Give some context. Add an internal reference and, if you wish, a note for the client (for example: “for the loan application at bank X”). Set the link's expiry date.
3. Send the link. Copy the collection link and send it by e-mail, SMS or WhatsApp. Make sure the client's contact details are correct.
4. Agree on a time. Ask the client to open the link when they have their mobile phone nearby: some portals send a code by SMS during the collection.
5. Follow up. In the request you can see whether the link was opened, whether it was authorised and the status of each document. When it finishes, download everything at once.

Good practice

• Never ask your client for their Tax Authority (Finanças) or Social Security password by message. That is what the link is for.
• Only request the documents you need for the process.
• If the client doesn't have a portal password, they can request one on the portal itself; the password arrives by post. You can go ahead with the documents that don't depend on it.

Create a request Frequently asked questions