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.