Send or resend a request

Sending a request emails the selected request recipient and marks the request as sent.

Before you send

• The request must have a selected recipient.
• The recipient must be a contact for the request’s client.
• The recipient must be allowed to receive document requests.

Steps

1. Go to Requests.
2. Open the request.
3. Review the checklist, due date, recipient, and message.
4. Optionally click Portal preview to view the client portal link.
5. Click Send.
6. Review the confirmation modal.
7. Click Send request.

What the client receives

The client receives an email with a secure portal link for the request. The link is generated as a temporary signed link.

Sending reminders

For sent or in-progress requests, the same send control is used to send another request email when your role has reminder permission.

Automatic reminders

Automatic reminders can be set to none, every day, every 2 days, every 3 days, or weekly. Reminders are only sent for sent or in-progress requests that still have pending or rejected items.