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Email · Clients · Team Maria Johnson
New document uploaded
Thanks for the update! Sofia Martinez
See you tomorrow.
Maria Johnson
Today · 10:24 AMHi Ashley, I’ve uploaded the document you requested.
income-summary.pdf
Thanks, Maria. I’ll review it and get back to you here.
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Email · Document question
From Maria · Incoming email
Hi Ashley, which documents should I send before our meeting?
Ashley · Reply from TAAX Inbox
Hi Maria, please send your income documents before our call. I’ll confirm once I’ve reviewed them.
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Here’s where things stand
Maria shared a new document. She is waiting for your review.
Suggested reply
Thanks for sending this, Maria. I’ll review the document and let you know if I need anything else.
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Client conversation · Document follow-up
1 Request and receive
Ashley: Please upload your income summary here.
Maria: Attached it to this conversation.
Attachment: income-summary.pdf
2 Confirm what happens next
Ashley: Thanks, Maria. I’ll review it before our meeting and message you here if I need anything else.
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# Client review
Ashley · 10:32 AM
Maria’s document is in. Can you take a second look before our call?
Ron · 10:35 AM
On it. I’ll add my notes here so we have everything together.
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