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Fulfill requests

Fulfill those business-critical document collection requests using either the request window or drag and drop.

Remember that the other party won’t see your document until you click "Send Update."

Who can do this?

LEADERS CONTRIBUTORS

Available in plans

FREE INVITEE STARTER PLUS ULTIMATE

How to fulfill a request using the request window

  1. Click on a request. Requests are indicated by a blue tag UPLOAD

  2. The request fulfillment window shows the name of the request and its description

  3. Click on Add files

Fulfill Request using the request window - 1 - EN.png
  1. Select one or more files from your device.

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  1. Click on the Submit button to complete the request. Once your request is fulfilled, it will become:

  • File if you upload a single file or

  • Folder containing files if you uploaded multiple files

Fulfill Request using the request window  3 - EN.png
  1. The request you’ve fulfilled will be highlighted in yellow until your update has been shared with the other party. To share your revision, click Send Update.

How to fulfill a request with drag and drop

  1. Select one or more files from your device

  2. Drag and drop the files onto the request you’d like to fulfill. The UI will highlight it in blue.

  3. Once the file is uploaded, the Request fulfillment window will appear

  4. Click on the Submit button to complete the request. Once your request is fulfilled, it will become:

  • File if you upload a single file or

  • Folder containing files if you uploaded multiple files

  1. The request you’ve fulfilled will be highlighted in yellow until your update has been shared with the other party. To share your revision, click Send Update.

Delete uploaded files for a request

If you delete the uploaded file (or files) from a request the original request will reappear. You can use the steps outlined above to respond to the request.

More information on removing files

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