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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

  1. When it’s your party’s turn, click on the + Add Content button

Add Request 01.png

  1. Click + Request to add your document collection request.

Add Request 02.png
  1. 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.

Add Request 03.png
  1. 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 click Send Updates.

Add Request 04.png

💡 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.

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