Answer a document request from a client

Clients often need copies of their own files. A clear process saves time on both sides.

Last reviewed October 14, 2026

Confirm who is asking

Verify the person before sending anything.

Name the documents held for them.

Use a portal or encrypted link, not plain email.

Say if copying or retrieval costs apply.

Explain how long you keep files.

Check they received everything.

Only by agreed secure delivery and with a receipt.

Explain the retrieval time and any fee.

It shares the process. A person releases files.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.