Missing Information & Documents Request (General)
Customize this template to your workflow, send it to clients with your branding, and keep everything in your client portal.
Missing Items — What we still need
(PREFILL THIS SECTION BEFORE SENDING) Select or list the specific items we're missing. Choose all that apply and add details below.
Type of missing information or document
Select all items that apply so we can prioritize what to collect first.
Provide filenames, dates, account names, or any context that helps us identify the exact item(s).
Urgency / required by
Choose how quickly you can provide the missing items or when they are needed.
Access & Credentials
If we need to access accounts or portals, share access details or instructions here. Mark sensitive credentials as sensitive in a secure channel if possible.
Name of the system we need access to.
Provide steps we should follow, or note who on your team can grant access.
Will you provide credentials directly or invite our team user?
Select how you'd like us to gain access.
Billing & Payment (if applicable)
If payment or invoicing documents are missing, tell us what's outstanding or upload receipts.
Outstanding billing item
Choose the billing item that applies to this request.
Provide invoice numbers, dates, amounts, or any notes to help our billing team.
File Uploads
Attach the missing documents here. Preferred formats: PDF, JPG, PNG, DOCX, CSV, ZIP. If files are large, share a download link in the field below.
Upload missing documents
Drag and drop or select files: contracts, invoices, logos, reports, exports. Multiple files allowed.
Paste a link to Dropbox, Google Drive, OneDrive, or other file-sharing location if files are too large to upload.
Screenshots or examples (optional)
If something in the file is unclear, a screenshot or example can help us process it faster.
Confirmation & Next Steps
Review and confirm so we know you submitted everything. We'll follow up if anything else is needed.
Have you worked with us to resolve this previously?
Helps us know whether to check prior correspondence before following up.
Use this space for clarifying details, special instructions, or constraints.
Enter your name to confirm you are submitting the requested items.
Submission date
Date you completed this form (auto-fill if available).
Optional digital signature
Sign here if you'd like to formally acknowledge the submission (optional).
Draw a signature in the box above
