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React Box

Messaging

Document requests

The document request is the bridge between messaging and the vault. The agency (or the business) explicitly requests a document, the other party responds by filing it — all without leaving the conversation.

Updated on August 14, 2026

What it's for

Instead of writing "send me the Maroc Telecom invoice for March", you open a structured document request. It appears as a special message in the conversation, with a title, a description, an optional due date, and a suggested vault folder. Your counterpart is notified and clearly sees what they need to provide.

Create a request

From the message composer, click the "Request a document" icon. Four fields structure the request.

  • Title

    Short and explicit — "Maroc Telecom invoice March 2026" rather than "invoice".

  • Description (optional)

    Add specifics: period, supplier, expected amount, context.

  • Due date (optional)

    Tells your counterpart when you need it. Displayed prominently on the message.

  • Suggested folder

    Pick the vault folder where the document is expected. Speeds up filing on the responder's side.

Lifecycle

A request moves through three statuses.

  • Pending

    The request was just opened. The other party is notified and can start preparing the document.

  • Fulfilled

    The responder filed a vault document in reply. The request shows the link to the document.

  • Canceled

    The requester no longer needs the document — for example because they got it through another channel. The message stays but is marked canceled.

Fulfill a request

When you receive a request, click "Respond" on the message. You can either upload a new file (which automatically creates a document in the suggested folder) or point to an existing vault document. The request moves to "Fulfilled" and the requester is notified.

Fulfilling a request creates the document with the "Draft" status on the vault side. It's up to you to submit it next so it enters the usual validation cycle.

The bridge with the vault

A document request is never isolated: it connects to the vault at two moments.

  • At creation time, the suggested folder pre-fills the filing location for the responder.
  • At fulfillment, the message carries a direct link to the vault document. Clicking it takes you to the document with its full history.
  • The whole activity stays logged on both sides: the conversation shows the request, the vault shows the upload with its activity log.