Ask for the right file
Name the document and explain what you need. Customers upload against that request, so there's less sorting afterwards.
For bookkeepers
See missing receipts and payroll records before month-end.
Know what is missing before it holds you up
Ask for each document by name and see what has arrived, what needs checking and what's still missing. Spend less time tracking files and follow up with the people who actually need a nudge.
14 days free. No card needed.
One clear list for you and your customer.
See what's needed, waiting for review, approved or in the post.
A customer portal with your logo and colours.
app.portald.co.uk
- Home
- /Customers
- /Priya Shah
Checklist
Documents still needed
2 still needed from Priya Shah.
Reminded 16 Oct
Kitchen extension
2 still neededSent 9 Oct 2026
Photos of the area
Not sent yetBuilding control letters
Ready to checkPlans or drawings
ReceivedTry this with your own documents
Try one request you normally send by email. 14 days free, no card needed.
Stop keeping the missing-file list in your head
When every document has its own request, you can see the gaps without comparing emails to a spreadsheet.
Request another copy without starting again
Give a reason on the same item. The customer gets an email and sees what needs replacing.
For letting agents
Collect certificates and accepted paperwork against named requests.
Keep answers with their files
Put forms and uploads on one checklist, or add an upload field to a form. Everything stays with the same customer.
For builders
Check that drawings, insurance and accepted quotes are in before work starts.
Write a document request clients can act on
Start with a short list, explain the dates and format for each file, then review what arrives. Use our example checklist and request message to prepare your next customer request.
How to collect documents from clientsWrite the list once
Start with the documents you are waiting for today.
Name what you need
Add a document or photo request with a short note.
Customers upload it
Each file arrives against the right request and customer.
Review and follow up
Approve it or ask for another copy. The status keeps the remaining work clear.
Put your next document list in PORTALD
Try it with the customer whose files you are waiting for now. See whether you spend less time keeping track during your free trial.
Start free trial
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
What if a customer wants to post it?
They can print a cover sheet and mark the item 'In the post'. You mark it received when it arrives.
How is document collection different from cloud storage?
Storage keeps files. PORTALD also lets you ask for them, see what is missing and review what has arrived.
Does it do the chasing for me?
It does not send automatic reminders. It shows the outstanding items and how long they have been waiting, so your follow-up can be more focused.