Sending Requests

A request is a bit like an online form, except that it is specific to one client. A client gets...

The simplest way to create a request is to use a template. To do this, click the Add New Request...

The first thing to do when you create a new request is to give it a name.  You can do...

This is where you add questions for your client. Requests consist of three main components: Use the left hand navigation...

You can preview and pre-fill a request before sending it to your client.  Previewing is a good opportunity to double-check...

The last step is to finalize your request. To do that, you need to set up a few details in...

What is a request owner? A request owner is a person who manages the request and receives all of the...