Document requests

Assure Audit calls this feature Assure Docs in the product — it’s how your firm collects supporting documents from a client for an engagement.

“Assure Docs” is the name of this document-request feature inside Assure Audit. It isn’t related to this documentation site.

What this section covers

Page	What it answers
Categories and requests	”How do I organize and create a document request?”
Statuses and tracking	”What does each status mean, and how do I know what’s still outstanding?”
Comments, activity, and files	”How do I discuss a request with the client, and see who uploaded what?”

Document management — one screen aggregating requests and files across every engagement.
Client portal — what the client sees when responding to a request.