# Send your documents to your professional, even if they don’t use Kolinea > Open the folder yourself, drop your documents in and send them the link: they read it without an account, then take charge of it. Your accountant wants some paperwork, your mortgage broker wants more, and each of them wants it their own way: as an attachment, over WhatsApp, through a sharing link. To send your documents to your professional and know what becomes of them, Kolinea lets you open the folder yourself. You drop your documents in, send them the link, and see when they open it and when they take charge of it. They read the folder without creating an account, and taking charge of it costs them nothing. ## Why your documents go astray They leave through several channels, and none of them tells you what happened next. You don’t know whether your professional got everything, or opened what you sent, and when they ask again for a document you already sent, you are the one digging through your messages. A Kolinea folder keeps your documents and your exchanges in one place, and you can open it yourself if your professional is not on Kolinea yet. ## How to open a folder for your professional On Kolinea’s home page, the “Open a folder for them” button in the section for clients starts an assistant that asks one question per screen. 1. **Who and what.** “Your name”, “Your professional’s name” and “What the folder is about”: a mortgage, renting a flat, an estate. “Create the folder” creates it at once. 2. **Your documents.** “Do you have documents to send to your professional?” You choose files or take a photo with your phone, and you can leave them a note. The step is optional: you can add the rest later, in the folder. 3. **Your address.** The screen asks where to tell you when your professional replies. You type your e-mail address, then the six-digit code you receive, on the same page. No password: that address creates your account, free of charge, and it is where their replies will reach you. Already have an account? In the app, choose “New folder”, then “For someone else”. ## Send the link: e-mail, WhatsApp, text or “Other ways” Nothing goes out on its own: the folder opens on a card that reads “Send this folder to” followed by your professional’s name, and you choose how. The first button copies the link. If you gave their address when creating the folder, it becomes “Send to” followed by that address, and one click does it. “Other ways” holds the rest: - **WhatsApp, SMS or E-mail**, with a message already written that tells them they can read the folder without an account, then take charge of it to reply to you; - **Share**, on a phone, to go through whichever app you like; - **Send through Kolinea**: Kolinea writes to them on your behalf, and if they reply to that e-mail, the reply comes straight to you. Under the buttons, one line reminds you that “the first professional who opens it and signs in takes the folder”. If the link went to the wrong person, “New link”, in the same menu, replaces it: the old one can no longer be used to take charge of the folder. ## Follow the folder: sent, opened, taken over At the foot of the same card, three steps are marked as they happen: “You send the link”, then your professional opening the folder, then “The folder is taken over”. Each one shows where it stands (“Your turn”, “Waiting”, “Done” or “Up next”), and the opening is dated. In your list of folders, the row names the professional and says where the link stands, and when: “Link to send”, “Sent […], not opened yet”, “Opened […], not taken over yet”. Until someone takes charge of it, you can still correct the subject, the description or the professional’s name. When they take charge, an e-mail tells you, the folder’s thread marks the moment, and you find the folder in your account. ## What the professional sees when the link arrives The link opens the real folder, read-only. They read what you wrote, open your documents and see what you add appear live. There is nothing to install. A card headed “Reply to” followed by your name carries the “Take charge of this folder” button and the date the folder stays available until. To take charge, they enter their e-mail address and confirm the code they receive, with no password; a free account is created if they have none. If they have no workspace yet, one is created to take the folder in; if they have several, they choose. The folder arrives there with everything you put in it. They can then write to you, send you a [document request, one line per expected document](/en/features/document-requests), and let [automatic reminders](/en/features/automatic-reminders) chase you for them. If you chose “Send through Kolinea”, the e-mail they receive says it in one sentence: “Taking charge of it costs you nothing.” A workspace created for the occasion starts with 14 days of Premium, no credit card, then moves to the Free plan (2 active folders, 2 members). The link was not meant for them? “This folder is not meant for me” switches it off at once. You get an e-mail, “Your link for […] no longer works”, and your folder asks you to check the address or number before sending a new link. ## Start from a template when you have your own workspace If you have your own Kolinea workspace, you can start from a template: think of an estate agent opening a folder for the notary handling a sale. From “New folder”, “For someone else” offers your [workspace’s folder templates](/en/features/folder-templates): the chosen template’s posts go out in your name as soon as the folder opens. The recipient’s address comes next, optional, and it is kept for sending. Inside the folder, you write with the templates of the workspace you are signed in to. If that workspace has custom fields, a Premium feature, you fill in the folder’s fields, copy your groups into it and add your own. They stay with the folder when the professional takes charge of it. ## What this folder does not do - **Nothing goes out without you.** Until you pass the link on, your professional does not know the folder exists. - **The link opens the folder to whoever holds it.** Until someone takes charge of it, anyone holding the link can read the folder: send it to your professional only. - **You remain the client.** You cannot take charge of the folder yourself, and before taking charge, your professional can read the folder, not reply in it. - **The folder does not wait forever.** If nobody takes charge, it is deleted after 30 days, documents included, or after 7 days if it stayed empty and its link was never opened. An e-mail reminds you to chase your professional 3 days after you created it, another warns you 7 days before deletion, and “Export” keeps a copy for you. If your account was never confirmed, it is gone after 24 hours. - **Your past exchanges stay where they are.** Kolinea imports neither your e-mails nor your WhatsApp conversations. ## Where to start If you are the client: on Kolinea’s home page, click “Open a folder for them”. If you are the professional who received the link: read the folder, click “Take charge of this folder” to reply, then see how to go about [chasing a client for missing documents](/en/articles/chase-client-missing-documents).