Create a loan

1. Click New loan at the top of any page, or press its shortcut (shown on the button and in Settings › Shortcuts). A drawer opens; you don't leave the page you're on.
2. Pick an existing contact as the borrower, or add a new one. If the email is already in your contacts, Rakolto offers that person instead of creating a duplicate.
3. Optionally add a co-borrower. They get the same request and reminders, and upload on the same link.
4. If you've connected more than one drive, choose where this loan's documents are saved.
5. Add a private note if you like. It's only visible to you and is never sent to your borrower.
6. Add the documents to request: type one and press Enter, paste a whole list, or click Use a template.
7. Click Create loan & folder, or press the submit shortcut from anywhere in the form.

• A folder for the loan is created in your drive.
• The checklist is saved.
• A short, secure upload link (rakolto.com/u/…) and a 6-character password are generated.
• Your borrower, and co-borrower if you added one, get an email with the link. The password is in the email too, in a box above the button, in case the link ever asks for it.

Creating a loan needs an active plan and at least one active drive. If either is missing, the drawer tells you what to fix.

Open the loan and click Edit loan. You can change the borrower, co-borrower and note, add documents, and remove documents that are still pending. The drive can't be changed.