How to invite a client to share documents

Guide to create and send a secure request, collect authorization, and retrieve official documents.

Fluxo de convite

  1. Select document source (Finanças, Segurança Social, Banco de Portugal or Registo Predial Online).
  2. Set deadline, internal reference and required documents.
  3. Confirm the client email and send the authorization link.
  4. Ask the client to confirm and complete the session.
  5. Review the status and download collected documents in the dashboard.

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How to invite a client to share documents