{"id":1713,"date":"2024-03-24T22:56:50","date_gmt":"2024-03-24T22:56:50","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/requests-faq\/"},"modified":"2025-01-24T01:58:03","modified_gmt":"2025-01-24T01:58:03","slug":"requests-faq","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/requests-faq\/","title":{"rendered":"Requests FAQ"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">What is a request owner?<\/h2>\n\n\n\n<p>A request owner is a person who manages the request and receives all of the corresponding communication associated with that request and its progress. The request owner is also a placeholder in emails, so it can be used in a signature.&nbsp;<\/p>\n\n\n\n<p>Any outbound reminders are also sent on behalf of the request owner.&nbsp;<\/p>\n\n\n\n<p>By default, a request owner is the user who created it. However, you can change the request owner and assign this status to someone else like this:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a new request<\/li>\n\n\n\n<li>Go to the <strong>Essentials <\/strong>page, which is the second step of building a request<\/li>\n\n\n\n<li>Click <strong>Show advanced settings<\/strong> at the bottom of the dashboard<\/li>\n\n\n\n<li>Select the owner of the request from the drop-down menu<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_I3NRlHyoGW.png\" alt=\"\" class=\"wp-image-1660\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What is an active request?<\/h2>\n\n\n\n<p><strong>Active requests<\/strong> are published requests that your clients can access and fill out.&nbsp;<\/p>\n\n\n\n<p>Prior to this, when the request is in draft mode, it is still considered <strong>inactive<\/strong>. Completed and archived requests are also considered <strong>inactive<\/strong>. To see the status of all requests, go to <strong>Requests<\/strong> and click <strong>Status<\/strong>:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_bBvCS8kM7h-1024x311.png\" alt=\"\" class=\"wp-image-1661\"\/><\/figure>\n\n\n\n<p>On this list, <strong>Published<\/strong> and <strong>Waiting<\/strong> requests are considered active.&nbsp;<\/p>\n\n\n\n<p>Bear in mind that your Content Snare plan is based on active requests only.&nbsp;<\/p>\n\n\n\n<p>For example, if your plan allows 100 active requests, this would mean that you could send all 100 of those at once if desired and still be within your limits. However, if all of those are still active and you attempt to send another, you wouldn\u2019t be able to.<\/p>\n\n\n\n<p>The way to solve this would be to mark the ones that are no longer in use as complete or archived. The client will no longer have access to these, therefore making them inactive and freeing up space within your plan limits for you to send some new requests!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When should I archive a request instead of marking it as complete?<\/h2>\n\n\n\n<p>We recommend archiving a request when you\u2019re completely finished with it. That way, it will no longer appear on your main dashboard and it will be easier for you to navigate through the requests you\u2019re currently dealing with.&nbsp;<\/p>\n\n\n\n<p>If you wish to access the request again, you\u2019ll have to restore it.<\/p>\n\n\n\n<p>On the other hand, marking as complete still allows you to access the request from your main dashboard and export it.<\/p>\n\n\n\n<p>With both of these options, it\u2019s important to remember that any files within archived or completed requests still count towards your file storage limits. To free up space, you can <a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/files-and-storage\/\">delete files<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How do I remove the 20MB file size limit?<\/h2>\n\n\n\n<p>The 20MB file size limit applies to users on a free trial. If you need more than that, upgrade to one of the Content Snare paid plans.<\/p>\n\n\n\n<p>The Basic plan has a limit of 4GB. If you\u2019d like to go a step beyond, you can opt for a 16GB file size limit by upgrading to Plus, Pro, or Enterprise plans.<\/p>\n\n\n\n<p>To upgrade your plan, click the avatar in the upper-right corner of your dashboard and then choose <strong>My Subscription<\/strong> from the drop-down menu:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_P9wfMPotOP.png\" alt=\"\" class=\"wp-image-1662\"\/><\/figure>\n\n\n\n<p>Once done, click <strong>Upgrade <\/strong>in the upper-right corner of your screen to choose a new subscription plan.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What if the publish button is grayed out?<\/h2>\n\n\n\n<p>The <strong>Publish &amp; Send<\/strong> button remains grayed out until you\u2019ve selected a client from the drop-down menu. As soon as you\u2019ve done so, the button will become purple, and you\u2019ll be able to publish the request.<\/p>\n\n\n\n<p>Your plan\u2019s limit may be the second reason why this button is grayed out. If you\u2019ve reached your plan\u2019s limits, the system won\u2019t let you publish another request until you mark one of the existing requests as Complete or Archived. Alternatively, you can delete one of your requests to free up your limit.<\/p>\n\n\n\n<p>You can safely exit the publish screen without losing any progress to see your plan\u2019s usage. To do that, click on your avatar on the top right and then go to <strong>My Subscription<\/strong>. Over there, you\u2019ll see a full overview of the plan limits.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_BmI7zeKg1N.png\" alt=\"\" class=\"wp-image-1663\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Can I see what a request looks like for my clients?<\/h2>\n\n\n\n<p>You can preview a request before sending it to your client in three ways:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>View <a href=\"https:\/\/contentsnare.com\/templates\/\">Content Snare templates<\/a> without needing to create an account\u00a0<\/li>\n\n\n\n<li>Preview before sending the request to the client<\/li>\n\n\n\n<li>By sending a request to your personal email<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: Learn more about previewing requests here.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Does my client have to register to access the request?<\/h2>\n\n\n\n<p>Not necessarily.<\/p>\n\n\n\n<p>This decision is up to you when you publish the request. You can enforce account sign-up at the last step of the request creation process: <strong>Finalize<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_8v8MMiieDt.png\" alt=\"\" class=\"wp-image-1664\"\/><\/figure>\n\n\n\n<p>If you disable these two options, your client will be provided with a link to register on the system and access your request. In case they are already registered, the system will just send them a link to the request.<\/p>\n\n\n\n<p>If you enable <strong>Allow share via link without requiring login<\/strong>, your client will receive a direct link instead. This allows them to begin filling in information straight away without registering.&nbsp;<\/p>\n\n\n\n<p>If you enable <strong>Protect share with a pin code<\/strong>, your client will be asked to set their own pin code when they first access the request. They\u2019ll need to re-enter the code every time they access your request.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Next steps:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/approving-rejecting\/\" data-type=\"ht_kb\" data-id=\"1602\">Approving &amp; Rejecting<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>What is a request owner? A request owner is a person who manages the request and receives all of the corresponding communication associated with that request and its progress. The request owner is also a placeholder in emails, so it can be used in a signature.&nbsp; Any outbound reminders are&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1038],"ht-kb-tag":[],"class_list":["post-1713","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-requests"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1713","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=1713"}],"version-history":[{"count":3,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1713\/revisions"}],"predecessor-version":[{"id":2771,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1713\/revisions\/2771"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=1713"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=1713"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=1713"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}