Add requests
You can add a document collection request at any time.
Remember that the other party won’t see your request until you click "Send Update."
Who can do this? | LEADERS CONTRIBUTORS |
Available in plans | FREE INVITEE STARTER PLUS ULTIMATE |
How to add a request
When it’s your party’s turn, click on the + Request files button
In the New Document Request window, type your request name and a description of your request
Click on the Add button to add the request.
Your new request will appear on the screen. It is highlighted in yellow because it hasn’t been shared with the other party. To share the new request, simply click Send Updates.
💡 Tip |
Use the description field of your request to include instructions on the file(s) you want the other party to upload. It will appear on the request window when it’s time for the other party to fulfill the request. |