> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/secure-files/requesting-documents.md).

# Requesting Documents

Ask a client or trusted third party to send documents to you securely.

## Ask for documents only

1. On the **Secure files** card, click **Receive files** (top right).
2. Tick who should send them, and choose **Text** or **Email** for their code.
3. In the **Message**, say what you need, for example *Could you upload your last two super statements and photo ID before our meeting on Thursday?*
4. Optional: change **Expires in**.
5. Click **Send securely**, check the line that appears, then click **Send now**.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-0e76be97287ae83f63a9b13f09fa1e0a0fef0d53%2Fsecure-files-receive.png?alt=media" alt="Receive files: Alex Thompson ticked, a message asking for super statements and photo ID"><figcaption><p>All names shown are examples.</p></figcaption></figure>

They get a private link to a page where they can send you files securely. Your message is at the top, so put everything you need in it.

## Send documents and ask for others at the same time

While sending files, click **Let them send files back** before you press **Send securely**. Their page then has both: what you sent, to download, and a place to send files back to you. See [Sending Files Securely](/households/secure-files/sending-files.md).

## What the client does

They open their link, confirm it's them with a code, then drop files onto the page or, on a phone, take a photo or choose files. Each file shows a progress bar and a tick when it has arrived. See [What Your Client Sees](/households/secure-files/what-your-client-sees.md).

## When something arrives

You get a bell notification, and the card shows **to review** next to the share. See [Reviewing What Comes Back](/households/secure-files/reviewing-uploads.md).