Requesting Files

Send file requests from a Checklist and follow each document from first ask through delivery — email, attachments, and status changes stay on the task.

Send the request

Compose and send the file-request email directly from the Checklist.

1. Open the composer - On the Checklist tab, click Send request → Request task updates.
2. Pick the recipient - Choose who owes you files — the list includes people and companies with access to this Vault.
3. Confirm To / CC - The To line fills with their email; add CC if needed.
4. Review the body - Lev pre-fills subject and body with outstanding tasks assigned to that person. Edit freely.
5. Send - Click Send — each included task moves to Requested.

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How recipients reply

Recipients receive a normal email from your address (not "from Lev"). It lists open items and includes a Vault link. They can respond in two ways:

• Reply with attachments — Lev pulls in every attachment, classifies by document type, and matches files to the right tasks (for example PFS to the PFS task). Other files still land in the Vault.
• Upload in the Vault — With Full access, they can open the link, see assigned tasks, and upload. See Collaborating on checklists with external parties.

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What Lev automates

When files arrive — via email reply, direct upload, or guest upload — Lev runs the full automation loop on every file.

1. Every file is added to the Vault - Nothing is dropped, even if it doesn't match a task.
2. Lev classifies each file by document type - Rent rolls, PFS, tax returns, and so on are tagged automatically.
3. Matching files attach to the right task - Files whose classified type matches a task's expected File type snap onto that task.
4. Task status moves to Reviewing - The task is ready for you to approve or request changes.
5. The Activity log records each step - Everything is auditable from the task timeline.

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Automated follow-ups

Keep chases consistent without doing them by hand.

1. Open alerts & reminders - Click Send request → Manage alerts & reminders on the Checklist tab.
2. Set follow-up cadence - Choose interval (every 24h, 48h, etc.) and a max-reminders cap. Replies stay in the same email thread so they read as a follow-up from you.
3. Enable overdue reminders - Tasks past due date can switch to an overdue reminder template automatically.
4. Review the trail on each task - All follow-up events appear on the task's Activity section.

Read the activity log

Each task keeps one timeline you can scan top-to-bottom:

• Created
• Request email sent (and to whom)
• Replies, senders, and attachments
• When Lev matched a file
• Reminders sent
• Status changes
• Comments from you or guests

Use it as the single place to answer "Did we ever get the rent roll — and who sent it?"

Task statuses

Some statuses update automatically as requests and files flow through the Checklist.