Sheaf
Request documents from an applicant
Send an applicant one link. They open it on a phone, with no sign-in, and add each document the case asks for under the requirement it answers.
On a case's Intake tab, choose Copy request link and send the link to the applicant. It works for 30 days.
What the applicant sees
- Your organization's logo, and one section of the list at a time.
- Each document asked for: its name, the formats it takes, and how recent it must be. A required document has an asterisk.
- Add file under each document. A file that is added shows by its name, marked filed.
- Save & continue moves to the next section. The last screen lists the required documents that are still missing.
The applicant sees the documents your expected document list lets an applicant add: a section whose Who adds names the Applicant. See expected document lists.
What you get
- Each file lands in the case under the requirement it answers, as a file you add there yourself does.
- The case's workflow runs on it, when the case has one.
- The ledger records the link's maker, with
via: Request link.
What the link allows
- Whoever holds the link adds files to the documents it asks for and sees those documents' names and file names. Nothing else of the case shows.
- It ends after 30 days, when the person who made it is deactivated or changes their password, and when the key that made it is revoked.
- A format the document does not take is refused, and the page says which formats it takes.
Your logo and colour
A Manager sets them under Settings, in Logo and colour.
- The logo is a PNG, JPEG, WebP or SVG file of 200 KB at most. Without one, the page shows Sheaf's mark.
- The colour draws the page's progress line. Give it as
#RRGGBB, such as#0B5FFF.
From the API
One call makes the link. Name the documents to ask for some of them only:
curl -X POST https://sheaf.us/api/applications/xK5UQ_ZxzV/request-links \
-H "Authorization: Bearer $SHEAF_API_KEY" -H "Content-Type: application/json" \
-d '{ "expectedDocIds": ["pay-stubs", "bank-statements"] }'
It answers requestPath and expiresAt. The applicant opens https://sheaf.us followed by requestPath.
From Claude, with Sheaf connected, ask: "Make a request link for the Jane Doe case, for her pay stubs and bank statements." See Connect Claude.