// Feature
Uploads
How files flow from client to your team — and what you do with them.
Every file your clients submit goes through a three-step flow: the client requests a presigned URL from CompleteLane, uploads the file directly to encrypted storage, and CompleteLane records the metadata. The file never passes through CompleteLane's servers.
The upload flow
completelane.com
⬆
Drop files here, or click to choose
PDF, JPG, PNG up to 25 MB per file
After the client drops a file, the item moves to 'Pending review'. Your team sees the upload in the request detail page and can act on it.
Approving uploads
completelane.com
w2-2025.pdf
Uploaded by Alex Chen · 2 hours ago · 342 KB
Click Approve to accept the file. When every item in a request is approved (or manually completed), the request closes and a completion email is sent to you.
Rejecting uploads
Click Reject, write a reason, and send. The client receives an email with your explanation and can re-upload.
completelane.com
Why is this file being rejected?
The client will receive a rejection email with this message.
From: Acme Tax Group <hello@acmetax.example.com>
Subject: Please re-upload: W-2
To: alex@example.com
Acme Tax Group
Hi Alex,
One of the documents you uploaded for your Q1 tax return needs to be re-sent:
W-2
Once re-uploaded, the rest of your file is unaffected.
Thanks,
Acme Tax Group
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Manual completion
You can mark any item as done without requiring an upload — useful when a client sends a document through email or in person. The client sees a 'Marked completed by team' pill on the portal.
File size and types
Each file is limited to 25 MB. Accepted formats include PDF, JPG, PNG, GIF, HEIC, DOCX, XLSX, CSV, and most common document types.
Storage limits
Your total storage cap depends on your plan — it applies to all files from all requests, including completed ones. See the Billingpage for the full tier comparison. If you're approaching your limit, you can download and delete old uploads.
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