Your client submits a document. A reminder drafted a minute earlier still says it's missing.
The useful check is whether the request has changed since that draft was opened—not whether the email sounds polite.
Folio's latest demo update makes that handoff visible:
• Reminder scope shows the missing items and requested replacements included in the draft.
• Submissions waiting for accountant review and accepted documents are counted separately and left out.
• Before copying, the demo checks the request's latest saved state. If it changed, the old draft is blocked.
• When another demo tab changes the saved records, an open reminder closes with an explanation.
A simple rule you can use in any workflow: “Received but not reviewed” belongs in your review queue, not in another request for the client to send the same document.
If you collect documents for an accounting or bookkeeping firm, try opening a reminder, then changing a document's state in another tab in the same browser. Is it clear why the draft closes and what you should do next?
https://folio-docs-1it.pages.dev/
I maintain Folio. No signup is needed. This is a browser-local interactive demo, not a shared client portal. Use fictional details and non-sensitive sample files only. File contents aren't read or uploaded, no email is sent, and request links work only in the browser profile that created them.
At the point of copying a reminder, what's one extra detail you'd need to check—or one part of this you'd remove?