Send Requests to receive recipients documents in an intuitive, organized and customized shared interface.
Once you've completed the first steps of your account setup, you can send as many document requests as needed.
- Click on the 'New Request' button
- Step 1: Pick the Template you want to use as a basis for your request and add the recipient details
- Step 2: Customize the notification email (only available to Silver and Gold users)
- Step 3: Verify and create