1. From your digital proposal scroll down to the 'Requesting Documents' section.
2. Click the 'Request Document' button on the top right corner.
3. Add a name for the document you are requesting.
4. You can also mark it as required and add an expiration date for when the homeowner needs to upload it by.
4. Click save.
From here, when you send a homeowner their proposal link they can scroll down to the Required Documents section and upload their documents directly and a sales rep can download it.
Requesting Documents
