Call this when the Professional wants to ask a Client for documents: it creates the Document Request and emails the Client in one step, and that email cannot be recalled. Before calling, show the Professional the recipient email, the deadline, each document as the Client will read it, and the message if there is one, then call only once they have confirmed, even when the request already looks complete. The email goes to the recipient given here and to nobody else, and the Client uploads through the secure link it contains. If the email fails after creation, the error names the created request so it can be sent from the dashboard.

Call this when a Document Request has rejected files and the Professional wants the Client to send them again. It flags every rejected file, moves the request back to awaiting the Client, and returns it to the automatic reminder cadence, which is what reaches the Client. Nothing is emailed by this call and there is no way to email the Client immediately, not even from the dashboard; the optional message is kept in the audit trail rather than sent. Do not use it on a request with no rejected file; get_request shows which files were rejected.

Call this when the Professional asks where a Document Request stands: which documents arrived, which were approved or rejected, and when the Client was last chased. Give the request id when you have it, or a search term matching the title, the Client name or the Client email; several matches come back as a short list to choose from. One call returns the status, the checklist, every collected file with its verdict, and the reminder state, so no follow-up read is needed. Approving or rejecting a document is the decision of the Professional, made in the DokuTrak dashboard, and no tool here can take it.

Call this when the Professional wants the files a Client has uploaded on a Document Request, for example to file them or read them locally. It returns every collected document as one zip archive, embedded in the result as binary content. The archive is the same download the dashboard offers and comes back only to the agent of the Professional, never to a third party. Use get_request first to check that documents have actually arrived.