What your client sees

The link

Each person gets a private link, unique to them and to that request. It's the whole login: no account, no password, no app to install. Opening it on a phone is the normal case, so the page is built for a phone first.

Because the link is the access, treat it as confidential. Anyone your client forwards it to can see and upload to that checklist. It only ever opens one person's request — in a group booking, one traveller can't reach another's documents.

The checklist

Your client sees your firm's name, the request title, and every item you asked for, with your instructions underneath. Each line shows its own state:

What they see	What it means
To do	Nothing uploaded or answered yet.
Received	It's in, waiting on your firm to review.
Needs update	You asked again. Your note appears with it, in red, so it's impossible to miss.
Accepted	Done and closed. Nothing more for them to do.

Progress saves as they go. They can upload two documents on the bus, close the tab, and finish the rest that evening from the same link.

What the portal accepts

• Up to 25 MB per file. Oversized files are caught in the browser, before the upload starts, so nobody waits for a failure.
• PDF — the most common case for statements and forms.
• Photos — JPEG, PNG, WebP, HEIC. A clear phone photo of a passport page is fine.
• Word and Excel — .doc, .docx, .xls, .xlsx.

Anything else is refused. That's a safety boundary, not fussiness: executables, web pages and SVGs have no business in a document collection, and blocking them protects you as much as us.

Finishing, and coming back

Once they've worked through the checklist they submit, and the page turns into a confirmation rather than a to-do list. The link keeps working. If you later ask again for something, they open the same link and fix just that item — no new message to hunt for, no second link to confuse things.

A client can also finish honestly without every item. Optional items can be left blank, and they're told what's still outstanding rather than being blocked by a form that won't submit.

Your branding

On Team and Firm plans the portal carries your logo and accent colour, so it reads as your firm's page rather than a third-party tool. Set it under Settings → Branding; there's a live preview of what the client will see. On Solo it's the standard ChaseDocs styling with your firm name.

What to tell your clients

Two lines in your own message cover almost every question people ask:

• "The link is just for you — please don't forward it."
• "You don't need to sign up for anything. Photos from your phone are fine."