When deal is shared through Client Portal, next step is to request documents from your clients.  Go to your deal, click on ‘Request document(s)’, and list templates of the required docs will show up. Simply select list template that you need, and click on ‘Request’ button, at the bottom of the page. That way your client will get an email with a link, where requested documents can be uploaded.

If you do not have a template list of required documents, then you`ll need to create them. Here is the article on creating document lists: https://support.salestrekker.com/settings/creating-required-document-templates.

You can also request a single document by clicking on ‘Add single required document’.

When client has uploaded documents, they will be visible in your deal in ‘Documents’ tab. 

Also, there you can find a list of all of the requested documents, and see which have been uploaded.

For instructions on uploading documents from client’s side, please see this article:

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