Requesting Documents from Clients
Objectives
- Request documents clearly
- Specify format and deadline
- Explain why documents are needed
Explanation
Clients respond faster when you explain what, why and when. Use a list for multiple documents. Specify format: 'original', 'certified copy', 'apostilled', 'scanned PDF'. Example: 'To prepare the deed, we need a scanned copy of your passport by Tuesday.'
certified copy
A copy officially confirmed as true to the original.
“Send a certified copy of the certificate.”
apostille
An international certification that authenticates a public document under the Hague Convention.
“The birth certificate must be apostilled.”
proof of address
A document showing where a person lives.
“A utility bill is valid proof of address.”
to submit
To give a document for consideration.
“Please submit the forms by Monday.”
pending
Not yet received or completed.
“Two documents are still pending.”
Flashcards
Match terms and definitions
certified copy
apostille
proof of address
to submit
pending
Complete the sentences
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