> For the complete documentation index, see [llms.txt](https://support.pipefile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pipefile.com/for-your-clients/upload-documents.md). # Upload documents to a request For people who received a request link — how to send your documents, skip items that don't apply, and see what's still needed. Someone asked you for documents through Pipefile. This page shows you how to send them. You don't need an account or a password. ## Open your link Open the link in the email or text message you received. It opens a page showing who sent the request, with their email address marked **Verified**. Check that it's someone you know before you upload anything. If the request has a checklist, you'll see a list of the documents they need. Click **Start** to begin. If you've already sent some, the button says **Continue** and takes you to the next item you haven't done. ## Upload your files {% stepper %} {% step %} ### Read the item Each checklist item has a name and sometimes instructions. Some items also include attachments from the sender. These are files to download and read, or forms to fill in (see [Fill and sign a form](/for-your-clients/fill-and-sign-a-form.md)). {% endstep %} {% step %} ### Add your files Drag your files into the box that says **Add Your Files Here**, or click it to choose files. On a phone it says **Tap Here To Add Files**. You can add more than one file. If you add the wrong file, click **Clear** to start again. To scan a paper document with your camera, click **Scan Document**. See [Scan documents with your phone](/for-your-clients/scan-with-your-phone.md). {% endstep %} {% step %} ### Click Upload Click **Upload**. Your files are encrypted on your device before they're sent, so you'll see **Encrypting...** for a moment. When the upload finishes, Pipefile takes you to the next item. {% endstep %} {% endstepper %} When every item is done, you'll see **Done!** and "You can safely close this window." If the request has no checklist, there's just one upload box. Add your files and click **Upload**. You'll see **Files Sent!** Click **Send More Files** if you have more. ## If an item doesn't apply to you Some items are optional. If an item doesn't apply to you, click **Not Applicable** next to the **Upload** button. Required items don't show this option. If you think a required item doesn't apply, leave a comment or contact the sender. ## Move between items Use the menu at the top of each item to jump to any other item, or click **Show Overview** to see the whole checklist and what you've sent for each item. You can go back to an item at any time to add more files. ## What the statuses mean The sender reviews what you upload. Each checklist item shows where it stands: | Status | What it means | | ------------------------- | --------------------------------------------------------------------------- | | **Incomplete** | Nothing sent yet, or the sender needs more from you. | | **Pending Review** | You've sent files and the sender hasn't reviewed them yet. | | **Marked Not Applicable** | You told the sender this item doesn't apply. | | **Approved** | The sender has accepted this item. You don't need to do anything else. | | **Rejected** | The sender can't use what you sent. Click **Resubmit** to upload again. | | **Your Part is Complete** | You've done your part of a form, and it's waiting for someone else to sign. | When the sender marks an item incomplete, you'll see **Add More** on that item. If the sender left a message, it appears on the item in green, yellow or red. You'll also get an email when the sender reviews your items. ## Leave a comment If the sender has turned comments on, there's a **Comments** box under each item. Type your message in **Leave a comment** and send it. Press `Ctrl` + `Enter` (`Cmd` + `Enter` on a Mac) to send quickly. Use comments to ask a question or explain a file. ## Related * [Fill and sign a form](/for-your-clients/fill-and-sign-a-form.md) * [Scan documents with your phone](/for-your-clients/scan-with-your-phone.md) * [Recipient FAQ](/for-your-clients/recipient-faq.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. 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