Collect documents easily and efficiently with a Simple File Request.

This consists of:

  • Creating a Record to deposit the File

  • Providing access by adding a Collaborator to provide access

  • Sending a message with details of what is required and

  • Setting a reminder to ensure delivery (optional)

Step 1

Launching the Simple File Request

Within the SideDrawer select the Simple File Request Button

Step 2

Creating the Record for where you would like the file to be deposited.

In this example:

  • Tile – Identity Documents

  • Record Type – Driver’s License

  • Record Name – Krista, Ludovic Placid Driver’s License

  • In the “Who do you want to request this from?” field, add the User(s) you would like to request a file from

    • These Users will be added as Editor Collaborators on the Record

  • In the “Please Enter your message” section, the details of this message will be sent along with the Request.

    • Optional: if you add a recurring Reminder the message will be sent with the recurring Reminder

  • Select the date you would like to request the file – the earliest you can send the request is the next day

  • Optional: decide whether you would like to send a reminder

Step 3

Adding a Reminder

You can choose to add a Reminder to the Simple File Request. This will send updates and remind the User to complete the request. Once you have validated the request has been completed (and the file is appropriate), you can turn of the reminder. The reminder can be sent in intervals of Daily, Weekly, Monthly or Yearly.

Daily

In this Example, the invite:

  • Occurs on a daily schedule

  • Every 3 days (which can be customized)

  • And will continue until effective date June 30th 2022

Weekly

In this Example, the invite

  • Occurs on a weekly schedule

  • Every Wednesday (which can be customized by selecting the preferred day)

  • Every 2 weeks (which can be customized)

  • And will continue until effective date June 30th 2022

Monthly

In this Example, the invite:

  • Occurs on a monthly schedule

  • On the 3rd day of the month (which can be customized by selecting the preferred day of the month from the dropdown)

  • Every 2 months (which can be customized)

  • And will continue until effective date October 31st 2022

Yearly

In this Example, the invite:

  • Occurs on a yearly schedule

  • Occurring in the month of January

  • Every 2 years (which can be customized)

  • And will continue until effective date October 31st 2022

    Step 4

    Sending the Request

    Once you have sent the Simple File Request you will receive a confirmation message

For information on receiving a Simple File Request, click below.

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