Convoflo Product How to simplify your document requests with Convoflo Request, receive, and validate your clients’ documents in one secure workspace — with automatic reminders, reusable templates, and an overview of all your requests. 1. Create a document request To create a request, open the conversation with your client and select File request . You can then define which documents to receive, indicate which ones are required, and configure reminders. Create a document request by adding the required files and settings. For each document, you can also define: whether the document is required or optional a due date automatic reminders if the request is not completed Convoflo can send automatic reminders after 1 day, 3 days, and 7 days . However, this setting is customizable, allowing you to create your own automated reminder plan. 2. Save a template to reuse your requests If you regularly request the same documents, you can save the request ...