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How do I create a request?

If you aren’t currently familiar with requests, you can learn a bit more about what they are here.

When creating a new request, the first stage is to select Request from the Add New drop-down menu in the top right-hand corner of the page.

Alternatively, if you’re already viewing your requests, you can create a new one by clicking the following when in grid view:

Or, if in list view, select New Request from the drop-down that appears upon clicking the three dot menu next to the desired user, client, or folder name (this will differ depending on how your requests are grouped), like so:

From there, with immediate effect, you’ll be brought to the Templates page, allowing you to either use a template or create a blank request instead. To learn more about using saved templates and where your custom templates are stored, click here.

Next, you’ll see the Essentials page, which consists of the following:

Request Name
Here, you can name your request anything you like.
Request Instructions

If you have request instructions enabled (controllable using the checkbox above), your client will see these instructions before beginning their request. Whilst we have clear default instructions, you’re welcome to edit these in any way you please and create your own. For example, you can even add your company logo for personalisation and embed instructional videos for further ease.

Advanced Options

By clicking the Show Advanced Options link, you’ll also be able to see the following:

The first drop-down allows you to choose a folder to help organise your request, which is handy for individuals and companies sending out several requests, for example. Within the drop-down, you also have the option to create a new folder for your request there and then.

The second drop-down allows you to choose the owner of the request. The owner is the team member within your organisation deemed responsible for the request in question.

Now, you’re ready to press Continue and move onto the Request Builder. If you’d like some guidance, you can read about building a request here.

Updated on January 16, 2021

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