Create and manage requests

A request is one checklist sent to one client.

​

Create a request

1. Open Requests → New request.
2. Select a client.
3. Select a template or build the checklist.
4. Enter a clear request title.
5. Set an optional due date.
6. Enable AI verification only if your firm configured a provider and the checklist benefits from it.
7. Review the items and send.

NeuDocs creates the request, issues its secure client link, and sends the client notification through the configured email service.

​

Find work

The Requests page supports text search, status filters, and pagination. You can open an individual request to view its client, progress, due date, item history, comments, evidence, reminders, and actions.

​

Resend a request

Resending issues a fresh client link and invalidates the previous link according to the request link policy. Use it when the client lost the message or the prior link is no longer usable.

​

Cancel a request

Cancellation stops the active collection workflow. It does not erase the audit or evidence history. Use lifecycle controls—not cancellation—when data must be deleted under policy.

​

Locked billing state

When subscription access is locked, existing information remains visible according to the product’s billing rules, but creating or sending new requests is disabled until access is restored.