Step-by-step Guide:
1. Go to a Record > Click on the Portal tab
2. Click on + Request Files
3. Select the Workspace, Title of the Request and the guest to whom you wish to send the request
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.). Add each file category by clicking the + Add to list button on the right side
When you click the + Add to list button, you will be presented with the following window
5. Add the File Category, select if the file is required via the toggle or optional by deactivating the toggle, and add a description of the file category. Optionally, you can pre-configure Naming Conventions or choose the Location where the files sent by the client for each file category will be saved. If the file category is a Form you'd like your client to fill out, you can add it here. Click Add to list.
6. Repeat steps 4-5 for each file category.
7. Optionally, assign a Due Date, configure Reminders and write a Message
8. You can save the request as a Draft or click Send Request.
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What your client sees