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Async handoff: email templates for document requests

Clear asks get clear replies. Save these three templates in your Templates folder.

1. Request the brief / intake

Hi [Name] — to kick off cleanly, could you send the brief (or fill this short form: [link]) by [date]?

If it’s easier, drop files in this folder: [Inbox link]. Thanks!

2. Send proposal for review

Hi [Name] — proposal attached / linked: [link]. It covers scope, timeline, and pricing.

If it looks right, reply “approved” or sign here: [e-sign link]. Happy to jump on a 15-min call if anything’s unclear.

3. Gentle signature nudge

Hi [Name] — friendly nudge on the [doc name]. Sign link: [link].

Want me to resend or adjust anything? Just say the word.
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Keep a fourth template for “we’re starting Monday — here’s the folder and agenda.” Consistency beats cleverness.

Disclaimer. Educational productivity content only. Not legal advice. We don’t provide attorney services or guarantee enforceable agreements.