When to use it
- The firm uses a portal or shared folder.
- The document request is stuck because the client forgot the upload step.
- You need the path and missing item in one short message.
Client portal upload reminder template
Use this when the client knows where to upload documents but still needs a specific reminder.
How to use it
- Name the missing document.
- Give the exact portal or folder path.
- Say why the upload is needed.
- Ask for a reply if the item is unavailable.
Free copy-ready preview
Subject: Upload reminder for [specific document]
Hi [Client First Name],
Please upload [specific document] to [portal name] when you have a minute.
Path:
[Folder or portal path]
This is needed for [specific bookkeeping task]. If it is not available, reply here and I will note it on the tracker.
Best,
[Your Name]
Want the full editable set?
The $49 Client Document Chase Kit includes request emails, reminder sequences, a cleanup kickoff message, client portal reminder, pause-work boundary note, missing-document tracker CSV, and use guide.