Document requests settings
Paths, defaults and effects of each option.
Settings open as a drawer over your work; a direct URL can open a full page. On desktop choose the same product heading under Settings. Change values and Save; form validation and role permissions apply.
Usage guide
Sales/admissions issue expiring upload links to leads. Files are reviewed in the lead’s Documents tab without recipient sign-in.
Browse this area
Sales — modules and detailed settings
Document requests
Open settings · /settings/lead-documents
Requirements: name, instructions, required state, PDF/photos/Word/custom extensions, max MB and order. No selected types accepts any file. Closing preserves uploads. Alerts: choose a notification channel or create one for your own email; enable/remove it.
Desktop: native settings panel.
Permission: module manage is used for configuration; the main guide’s action table lists individual operation permissions.
Related guide
Technical sources
packages/os-kernel/src/modules/lead-documents.ts, apps/studio/app/(app)/settings/, apps/era-station/apps/web/src/era/business/screens/settings/pages/registry.tsx.