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Can't find it here? Email support@submit.ly — we reply within one business day.
Getting started
Create your first request +
From your dashboard click New request. Choose a client (or add one inline), pick a template or add documents by hand, set a due date and reminder cadence, then Send. The client gets an email with their private upload link straight away.
Set up templates +
Templates are reusable checklists. Go to Templates, start from one of ours (year-end accounts, KYC, mortgage pack) or create your own. When you create a request from a template every document is pre-filled.
Invite your team +
On the Pro plan, open Settings and invite colleagues by email. They see the same clients, templates and requests.
Reminders
Change the reminder cadence +
Open the request and edit Reminders. You can choose from daily to fortnightly, or switch automatic reminders off and remind manually with the Remind now button.
Why did a reminder stop? +
Reminders stop automatically when every required document is submitted or approved, after eight automatic reminders, or if you mark the request complete.
Reviewing documents
Approve or reject an upload +
Each submitted item shows Approve and Send back buttons. Rejecting asks for a short note which is emailed to the client along with a link to re-upload.
Mark a document as not needed +
Use Waive on any item to approve it without a file — handy when a client tells you it doesn't apply to them.
Billing
Upgrade to Pro +
Go to Billing in your account menu or the pricing page. Pro is billed monthly or annually and can be cancelled any time; you keep Pro until the end of the paid period.
Update card or download invoices +
Billing → Manage subscription opens the secure customer portal where you can change your card, switch plans or download invoices.