{"id":3088,"date":"2026-04-30T14:37:04","date_gmt":"2026-04-30T14:37:04","guid":{"rendered":"https:\/\/help.contentsnare.com\/?post_type=ht_kb&#038;p=3088"},"modified":"2026-04-30T14:37:05","modified_gmt":"2026-04-30T14:37:05","slug":"can-i-add-multiple-clients-to-the-same-request","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/can-i-add-multiple-clients-to-the-same-request\/","title":{"rendered":"Can I add multiple clients to the same request?"},"content":{"rendered":"\n<p>You can send a single request to multiple clients and have them collaborate on the same set of questions and tasks. When you\u2019re ready to send your request, go to the <strong>Finalize<\/strong> step (<strong>Publish Settings<\/strong> page) and choose a client from the dropdown menu.<\/p>\n\n\n\n<p>After that, click <strong>Add another client<\/strong> to select one more recipient:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"758\" height=\"530\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-23.png\" alt=\"\" class=\"wp-image-3091\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-23.png 758w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-23-300x210.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-23-50x35.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-23-60x42.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-23-100x70.png 100w\" sizes=\"auto, (max-width: 758px) 100vw, 758px\" \/><\/figure>\n\n\n\n<p>Repeat the process to include additional clients.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Note<\/strong>: You may add up to 10 clients to a single request.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>If your client is not on the list, just click <strong>Create new client<\/strong> at the bottom of the dropdown to add their contact details:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"525\" height=\"642\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-16.png\" alt=\"\" class=\"wp-image-3092\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-16.png 525w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-16-245x300.png 245w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-16-41x50.png 41w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-16-49x60.png 49w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-16-82x100.png 82w\" sizes=\"auto, (max-width: 525px) 100vw, 525px\" \/><\/figure>\n\n\n\n<p>Once done, click <strong>Publish &amp; Send<\/strong> to publish the request. All added clients will get access to the same request and can work on it together.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Note<\/strong>: If the request is already live, you can still add more clients. Any newly added clients will receive the \u201cRequest published\u201d email, as long as your selected reminder schedule includes that notification.<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>You can send a single request to multiple clients and have them collaborate on the same set of questions and tasks. When you\u2019re ready to send your request, go to the Finalize step (Publish Settings page) and choose a client from the dropdown menu. After that, click Add another client&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1065],"ht-kb-tag":[],"class_list":["post-3088","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq-clients-team"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3088","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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=3088"}],"version-history":[{"count":1,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3088\/revisions"}],"predecessor-version":[{"id":3093,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3088\/revisions\/3093"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=3088"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=3088"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=3088"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}