---
title: Handling Document Requests (Auto ID Cards & More) Through ClientHub
description: Learn how to handle client document requests—like Auto ID cards—by securely delivering them through ClientHub. This process improves client experience, reduces repeat service calls, and drives long-term platform adoption.
---
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# Handling Document Requests (Auto ID Cards & More) Through ClientHub
## Turn every document request into an opportunity to reinforce self-service and reduce future service volume.
#### Goal
Enable your team to securely fulfill client document requests (like Auto ID cards or dec pages) in a way that reduces future service calls by driving adoption of ClientHub.
---
#### Why This Matters
Even long-time clients may forget they can access their documents instantly via ClientHub. When they call or email your team for documents, it's critical to not just fulfill the request — but to **train them** on where to go next time.
Every time you respond to a service request by uploading the requested document into ClientHub (instead of emailing it), you are:
- Reinforcing the habit of logging into ClientHub
- Reducing future service calls
- Training clients to self-serve for other tasks (like bill pay and quote requests)
- Creating a better experience by eliminating email clutter
- Increasing long-term platform adoption
---
#### Step-by-Step Instructions
1. **Search for the client** in GloveBox HQ.
- If they haven’t activated their account, click **“Invite Client.”**
- If they aren’t in the system yet, create the client record.
2. **Upload the requested document**:
- Go to the correct policy.
- Click **“Add Document”** and name the file clearly.
- Choose the appropriate document type (e.g. “Auto ID Card,” “Dec Page”).
3. **Save the document**, which will trigger an **automated email** directing the client into their ClientHub account to retrieve it.
4. **Reply to the original request** (email or call):
- Let the client know their document has been securely delivered through ClientHub.
- Remind them they can always log in via your website or the mobile app for future needs.
5. **Include helpful access links**:
- Website: \[Insert your ClientHub login link\]
- Apple App Store: [https://apps.apple.com/us/app/glovebox/id1489980690](https://apps.apple.com/us/app/glovebox/id1489980690)
- Google Play Store: [https://play.google.com/store/apps/details?id=com.glovebox.mobile](https://play.google.com/store/apps/details?id=com.glovebox.mobile)
- ⚠️ NOTE: if you have purchased the [White Label ClientHub](https://glovebox.io/white-label/) for your own app store listing, you will need to change out the Apple and Google App store links with your custom app listings
---
#### Pro Tips
- **Auto ID Cards**: Be sure to select “Auto ID Card” when uploading — this enables native ID card display inside the mobile app and platform.
- **Recurring Requests**: Clients will often return to ClientHub next time if they see it worked the first time.
- **Support your staff**: Include templated email language (below) to standardize responses and make replies fast.
---
#### Sample Email Reply
> Hi \[Client Name\],
>
> I’ve uploaded your requested document to your secure ClientHub. You should’ve received an email with direct access. You can also log in anytime at \[ClientHub Link\] or through our mobile app:
>
> - [Apple App Store](https://apps.apple.com/us/app/glovebox/id1489980690)
> - [Google Play Store](https://play.google.com/store/apps/details?id=com.glovebox.mobile)
>
> Let us know if you need anything else!
>
> – \[Your Name / Team Name\]
---
#### Final Thought
Every interaction is a chance to reduce the *next* service request. Delivering documents through ClientHub increases efficiency, improves client experience, and gives your team more time to grow the agency.
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