# Request missing documents

Check a Job’s requirements and send a clear document request to the right recipients.

Source: https://ziffa.io/user-guide/request-and-review-documents

Before sending a request, [check how the client will provide the files](https://ziffa.io/user-guide/collect-client-documents). A Job's Documents section shows the records needed for that work.

## 1. Check what is missing

1. Open the relevant Job from **Tasks**.
2. Open its **Documents** requirements and check what has already arrived.
3. Select the outstanding document types you want to request.

Requirements come from the assigned Service and applicable template. If the list is wrong, check [Service document requirements](https://ziffa.io/user-guide/settings/services) rather than sending an unrelated request. Supporting Attachments do not satisfy these requirements.

## 2. Check the recipients and message

1. Select **Request** to open the recipient check.
2. Check the selected document types and people.
3. Select **Edit email** to inspect or change the message and add any supporting email attachments.
4. Check the collection instructions: a shared-folder link or the configured intake email address, where available.

![Document request dialog with Joshua Gauci selected, Edit email, and Send request.](https://ziffa.io/user-guide/images/document-request.webp)

*Request opens this check. Edit email opens the message; Send request sends it.*

All selected people are added to the same email's **To** field and can see one another's addresses. Confirm that this is appropriate before sending.

## 3. Send and check the outcome

Select **Send request** when ready. Opening the form or changing a selection does not send it.

Check the Job's activity and **Emails** history. A **Document Requested** entry records the request; the separate email outcome tells you whether sending succeeded. Resolve a reported problem before resending. [Inside a Job](https://ziffa.io/user-guide/inside-a-job#email-history) explains the statuses.

For repeated automatic chases, [configure client document reminders](https://ziffa.io/user-guide/settings/document-reminders). These are separate from sending a request now.

## 4. Review what arrives

Follow incoming files in **Documents → Processing files**, then use [Review processed documents](https://ziffa.io/user-guide/review-processed-documents). If the file needs a decision, follow [Resolve documents needing attention](https://ziffa.io/user-guide/resolve-documents-needing-attention).