Secure document request list
Request the documents a review needs through one secure list and show the household what is received, what is outstanding and who holds each item.
- Industry
- Financial and Insurance Advisory
- Team
- Client services
- Use case
- Documents and evidence
- Tags
- Client delivery
- Includes
- 1 database · 1 app
Template preview
Included items
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Household review readiness tracker
Database · Embedded view: Open before the review · Requires sign-in
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Dashboards
App · 2 embedded blocks: Chart: Review items requested (c-items-waffle); Chart: Open items before the annual review (c-open-table) · Requires sign-in
Overview
What this template supports
A document request list for the household and the client service team. It shows received and outstanding counts, who holds each of the six requested items, the chase steps for items held by third parties and a household checklist. It embeds the open items board and a live open items table with sample records for several households.
- Received and outstanding stats row
- Live items waffle chart
- Item table with who holds each one
- Embedded open items board
- Third-party chase steps
- Household checklist and open items table
How to use this template
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List every item the review needs
Add each requested document with the person or organization that holds it, the Quillfield owner and the date it was requested.
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Record receipt and chase outstanding items
Mark an item received when it arrives through the secure request. For an item held by a third party, record each request and the next contact date.
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Filter the board to the household before sharing
Switch the embedded view to the household you share with, and keep internal-only records out of any view the household can open.
Frequently asked questions
What does Who holds it mean?
It names the person or organization that has the document today, which is who Quillfield asks when the item is late.
Can Quillfield contact a third party directly?
Only with the household's authorization, and only for the item named in it. The authorization is recorded on the page.
What does Secure document request list help me do?
Request the documents a review needs through one secure list and show the household what is received, what is outstanding and who holds each item.
Who reads and maintains this page?
Household and the client service team. The client service director reviews it.
When is the page ready to share with the client?
Shared with a household only after the embedded view is filtered to that household and every Internal only record is removed from it.
What do visitors see in the public link?
The public link opens the full page without sign-in. The embedded Household review readiness tracker view and the live Dashboards blocks are separate items that need FuseBase sign-in and workspace access, so a visitor without access does not see their live records.