Form RQ-01 · Document Requests

Creating a document request.

1. 1
   Open New Request

   Click New Request in the top right of your dashboard, or navigate to /dashboard/?v=new. You can also press the N key as a shortcut from anywhere in the dashboard.
2. 2
   Name the request

   This is your internal label — a way for you to find this request later in your list. Your client doesn't see it unless you include it in your email message. Good formats: Smith — Mortgage Pre-Approval or Lopez — 2025 Tax Filing.
3. 3
   Enter the client email

   Type your client's email address. This is where Fetcher sends the upload invitation and all reminder emails. You can CC up to five additional addresses — useful for assistants, co-signers, or case managers.
4. 4
   Load a template (optional)

   If you have a saved template that matches this request type, click Use Template to pre-fill the document list instantly. You can always add, remove, or rename items before sending.
5. 5
   Add document items

   Click Add Item to list each document you need. Name each item specifically and mark it Required or Optional. Add a description if the document type might be ambiguous to your client.
6. 6
   Set a deadline (recommended)

   A deadline date appears in client-facing emails and triggers urgency-based reminders as the date approaches. Requests with deadlines are completed significantly faster than those without.
7. 7
   Send the request

   Click Send Request. Fetcher delivers the invitation email immediately. The request appears in your Requests list at /dashboard/?v=requests with a live completion tracker.