Step-by-step Guide:
1. Go to a Record > Click on the Portal tab
2. Click on + Request Files
3. Select the Workspace, Name of the Request and the guest you wish to send the request to.
4. Next, you can start creating a list of File Categories that you need from your client (e.g. Tax Returns, Financial Statements, Identification, etc.). Optionally, you can pre-configure Naming Conventions or choose the Location for each file category.
*If the file category is a Form you'd like your client to fill out, you can add it here.
6. Optionally, assign a Due Date and write a Message
5. You can save the request as a Draft or click Send Request.
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What your client sees