File Requests - Start Here

File Requests - Start Here

File Requests - Start Here

Administrators, All Users

File Request allows SETWorks users to send an email to clients requesting that they upload a file to SETWorks. The party will receive the request via email which contains a link to a secure upload site allowing them to send the file directly to SETWorks, without going through email or another third-party source. 

When would I use the file request feature? 

- Consumer: Request a client uploads a recent paycheck to track income or verify employment for Benefit Planning purposes. 
- Staff: Request a staff uploads a drivers license or CPR training document. 

Getting Started

Set-up a File Request in SETWorks:  File Requests - Configuration and Setup
How to request a file upload:  Sending a File Request

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