Clients & getting work done

Request missing documents from a customer

Reviewed: 2026-10-15

Prepare a specific request based on the customer’s actual missing items. This assistant cannot inspect files or determine legal evidence requirements.

Step-by-step guide

1. Open Today → Guide me and choose the missing-documents task.
2. Select the intended customer and list the actual documents still needed.
3. Review the message, recipient, reply address and language. Avoid sending another customer’s information.
4. Save the draft. Review and send through an enabled channel only when authorized; check delivery separately.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.