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Documentation Index

Fetch the complete documentation index at: https://developers.paperlink.online/llms.txt

Use this file to discover all available pages before exploring further.

A Document Request is a checklist of required files attached to a folder sharing link. When a recipient opens the link, they see both the documents you have shared with them and a list of files they need to upload - in a single view. You track progress from your dashboard without chasing emails. Use Document Requests when you need structured submissions from clients: KYC packages, signed agreements, tax documents, permits, or any set of files that need to come back to you in an organized way.

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Create a Document Request

1

Open a folder

Go to Shared Documents in the left sidebar and open the folder you want to use. Document Requests are only available on folder links, not on individual file links.
2

Start a new link

Click Create Link to open the link creation form.
3

Scroll to the Document Request section

Scroll down in the form until you reach the Document Request section.
4

Enable the request

Toggle Request documents to on.
5

Set a due date (optional)

In the Due Date field, pick a deadline by which the recipient should upload all documents. This date is shown to the recipient above their checklist.
6

Add checklist items

For each document you need:
  • Type a name in the Document name field (for example, “Passport”).
  • Add an optional description with more detail (for example, “Clear copy of all pages including the photo page”).
  • Mark the item as Required or Optional.
  • Click Add Item to add more items.
7

Create the link

Click Create Link at the bottom of the form. Copy the URL and send it to your recipient.
If you collect the same type of documents regularly, use From Template to load a saved checklist instead of adding items one by one. Select a template from the dropdown and all its items appear automatically. You can still edit, add, or remove items before creating the link.
If you already have a folder link and want to attach a checklist to it:
  1. Open the folder and find the link in the links list.
  2. Click the pencil icon to open the edit form.
  3. Toggle Request documents to on in the Document Request section.
  4. Add items and optionally set a due date.
  5. Click Save Changes.
The checklist appears the next time the recipient opens the link.

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What recipients see

Recipients do not need a Paperlink account. They open the link, complete any access gates you configured (password, email, agreement), and land on the shared folder view. The page is divided into two sections:
  • Shared files at the top - the documents you placed in the folder.
  • Document checklist below - a list of items with a progress bar and due date.
Each pending checklist item shows an Upload button. The recipient clicks it, selects a PDF file from their device, and submits. The item status changes from “Waiting for upload” to “Uploaded” immediately. Required items are marked with an asterisk; optional items are labeled “Optional.”
Only PDF files are accepted for upload. The maximum number of items per checklist is 50.

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Track progress

Each link with a Document Request shows a progress badge in your links list - for example, “3/5” - counting uploaded items against the total number of required items. The folder also has a Document Requests tab that shows all active requests across all links for that folder. Each request is an expandable section that shows:
  • The link name and progress badge
  • The due date (if set)
  • An overdue indicator if the deadline has passed
  • The status of each individual item - “Waiting for upload” or “Uploaded”, with the file name and the uploader’s email

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Different checklists for different recipients

Each link to the same folder can have its own independent Document Request. This means you can collect different sets of documents from different stakeholders using the same folder, without duplicating files or creating separate folders. For example, a corporate services firm might create three links to the same client folder:
  • Link for the lawyer - Passport, Proof of Address, Bank Reference Letter
  • Link for the accountant - Tax Return, Profit & Loss Statement, Balance Sheet
  • Link for the partner - no Document Request (view-only access)
Each recipient sees only their own checklist. Files uploaded through any of these links land in the same folder, so you have everything in one place.

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Due dates

Due dates are optional. When set, the recipient sees “Documents due by ” above their checklist. After the deadline passes, both you and the recipient see an overdue indicator. Overdue requests do not block uploads - recipients can still submit files after the deadline.

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Edit or remove a Document Request

To change a checklist after it has been sent, edit the link and update the items or due date:
  • Adding new items - new items appear in the recipient’s checklist as “Waiting for upload”.
  • Removing items - the item disappears from the checklist. Any file already uploaded for that item remains in the folder.
  • Toggling the request off - removes the entire checklist from the link. All uploaded files remain in the folder.

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Limits

LimitValue
Maximum items per checklist50
Accepted file typePDF only
Link types that support requestsFolder links only
Roles that can create and manage requestsOwner, Admin, Manager
Members with the Member role can see Document Requests and their progress but cannot create or edit them. Only Owner, Admin, and Manager roles can create and manage requests.

Set up a data room

Organize files in a folder and share them with access controls

Create a sharing link

Full walkthrough of the link creation form

Link settings reference

All link settings explained in one place

Viewer analytics

Track engagement across all your shared documents and links