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Quick Tips – Create request from bookmark

Here’s a quick tip you might not have known was possible.

If you’re sending the same template(s) regularly, you can create a bookmark in your browser to skip several steps.

Create a new request and choose a template. When you’re on the “Essentials” step, copy the URL into a bookmark. Next time you want to send the same template to someone, just click the bookmark.

Note: On Chrome, you can just drag from the URL bar into your bookmarks bar.

Next time you want to create a request with the same template, just click the bookmark!

Updated on March 21, 2023

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