# Request Documents

## 📌 Overview

Request Documents lets you collect files, recordings, and notes from your team — all in one place. Use the guided wizard to create a request, choose which collection tools to allow, and share a link or assign recipients directly. Learners see pending requests on their dashboard and can respond right away.

### Step 1: Open the Knowledge Base

From the left sidebar, click **Knowledge Base**. You'll see your files and folders along with the **Request Knowledge** button in the top-right corner.

![Knowledge Base overview page with Request Knowledge button](https://assets.meetquinn.ai/website/Help/request-documents_step_01.png)

### Step 2: Launch the Request Wizard

Click **Request Knowledge** to open the guided wizard. The first screen explains what document requests are — recipients will receive a link to upload files, recordings, or written responses directly into your Knowledge Base.

Click **Get started** to continue.

![Request Knowledge wizard introduction with Get started button](https://assets.meetquinn.ai/website/Help/request-documents_step_02.png)

### Step 3: Choose a Destination Folder

On Step 2 of the wizard, you'll see **"Where should contributions land?"** Choose the **Knowledge Base (root)**, an existing folder, or a nested subfolder. The tree view expands to show subfolders so you can pick the exact location.

Click **Continue** after selecting your folder.

![Folder picker wizard showing Where should contributions land with folder tree](https://assets.meetquinn.ai/website/Help/request-documents_step_03.png)

### Step 4: Configure Collection Tools and Recipients

On the **Configure & share** screen, toggle which collection tools recipients can use: **Document upload**, **Screen recording**, **Video**, **Voice note**, or **Written** response. Enable or disable each one based on what you need.

Below the tools, add recipients by name or click **Copy link** to share the request URL with anyone in your organization. You can also click **Add more recipients** to invite additional people.

![Configure and share screen with collection tool toggles and recipient options](https://assets.meetquinn.ai/website/Help/request-documents_step_04.png)

💡 Tip: You can update collection tools on an existing request at any time — open the folder, click **Request Documents**, and toggle tools on or off. Changes save automatically.

### Step 5: Manage Requests Inside a Folder

Once a request is active, open the destination folder to see uploaded submissions. The **Request Documents** button appears in the folder toolbar, showing a badge with the number of open requests. Click it to manage tool settings or add more recipients.

![Folder view showing Request Documents button and uploaded submissions](https://assets.meetquinn.ai/website/Help/request-documents_step_05.png)

### Step 6: Respond to a Document Request

When a learner opens a document request — from their dashboard or a share link — they see who requested it, what's needed, and the current status. Choose a collection tool (**Upload**, **Screen**, **Video**, **Voice**, or **Written**) and submit your response. Once finished, click **Mark as Done** to notify the requester.

![Learner response page showing request details, collection tools, and upload area](https://assets.meetquinn.ai/website/Help/request-documents_step_06.png)

💡 Tip: The **Others' uploads** section at the bottom shows what teammates have already contributed to the same request.