---
title: "Requesting documents securely"
url: https://help.usepixie.com/en/articles/5696248-requesting-documents-securely
collection: "Email"
updated: 2026-10-15
language: en
---

# Requesting documents securely

Pixie lets you ask clients to upload documents securely using the email feature.

To request documents from a client, [start a new email](https://help.usepixie.com/en/articles/5208664-sending-emails-to-clients.md) and click on the **Request files** button at the bottom.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100631_9671.png)

Clicking this button will add a secure unique link to the customer’s secure portal.

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# The client experience

When your clients click the link they're taken to a single-use client portal that can be used to securely and confidentially share documents with you.

This portal can be [branded](https://help.usepixie.com/en/articles/5184889-workspace-settings.md) and will display the name of your firm.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100631_9408.png)

* * *

# How to find uploaded files

Files that have been uploaded can be found in two places:

-   In the [Files tab of a client record](https://help.usepixie.com/en/articles/5208666-client-files-emails-notes.md)
    
-   In the [Files tab of a task](https://help.usepixie.com/en/articles/5208565-task-emails-files-and-notes.md)
    

Additionally, you will also receive a notification from Pixie:

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100631_3026.png)