// Feature
Requests
The unit of document collection — from draft to completion.
Overview
A request is the unit of document collection in CompleteLane — it bundles a client's name and email, a checklist of items you need from them, and an optional due date. Requests have a status: draft (not yet sent), active (sent, awaiting items), completed (every item approved), or canceled.
completelane.com/dashboard
Acme Corp / Q1 Tax
3 of 5 items · Due Mar 15
Globex / Onboarding
0 of 4 items · No due date
Initech / TPS Reports
8 of 8 items · Completed Mar 1
Your dashboard's request list — every request is one row.
Creating a request
From the dashboard, click New request. Fill in the client's name, email, and an optional due date. Build out the checklist — one row per document you need. You can save as draft and come back later.
The checklist
Each row in the checklist is an item — a single document name. The order you enter them is the order the client sees them in the portal. Clear, specific names help clients know exactly what to upload (e.g. 'W-2 (2025)' rather than 'Tax document').
Sending
When you click Send to client, CompleteLane emails the client a magic link — a unique URL that takes them directly to their portal for this request.
From: Acme Tax Group <hello@acmetax.example.com>
Subject: Documents needed for your Q1 tax return
To: alex@example.com
Acme Tax Group
Hi Alex,
Acme Tax Group has put together a list of documents we need for your Q1 tax return. Please use the secure link below to upload them — there are 5 items to complete.
The link is unique to you and doesn't require an account. Questions? Reply to this email.
Thanks,
Acme Tax Group
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Tracking progress
The request detail page shows the status of each item and a progress count. Uploads appear as soon as the client submits them. You can approve or reject each upload. When every item is approved, the request closes and a completion notification is sent.
completelane.com/dashboard/abc-123
Q1 Tax Returns
Alex Chen · alex@example.com · Due Mar 15, 2026
The detail view for one request.
From: CompleteLane <noreply@completelane.com>
Subject: Alex Chen sent you 5 files for Q1 Tax Returns
To: rachel@acmetax.example.com
Acme Tax Group
Hi Rachel,
Alex Chen has uploaded all 5 filesfor the "Q1 Tax Returns" request. Everything is ready for review.
The request now shows as completed. You can mark items as approved or reject any that need a re-upload.
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Editing after sending
You can still edit the request title, due date, and add new items after sending. You cannot remove items that already have an approved or manually completed upload.
completelane.com/dashboard/abc-123/edit
Edit request
Request title
Client email
Checklist items
Reopening and manual completion
A completed request re-enters active state automatically if you reject an upload that was previously approved. You can also manually complete an item — marking it done without requiring an upload. This is useful when a client sends a document through another channel.
completelane.com
Reopen this request?
This item was holding the request as completed. Reverting will reopen the request and reminders will resume on the regular schedule.
completelane.com
Mark item as completed by team
This item will show as complete without requiring an upload from the client.
The client will see a "Marked completed by team" pill
Canceling
Cancel a request that's no longer needed. The client can still view their prior uploads through the portal but cannot add new ones. No email is sent on cancellation.
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