Here's is how to request documents or files from someone.
Depending on if you want to do this from a template or a live application the process is pretty much the same:
Click on 'Add new items' and pick the type of elements you want to request/or add to the list:
-Files/documents
-Payment
-eSignature
-Tasks...

Fill out the line item pop up with the information you require and validate. 

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