As a Request inherits its initial structure from a Template, we recommend that you focus more on making your Template as clear and comprehensive as possible. 

Once you send a Document Request, whatever you do inside the Request is visible by your recipient (and vice versa).

Here are the different actions you can complete in a Request throughout the collection:

  • Requesting more documents from the recipient
  • Messaging recipients from your account
  • Approving documents on commenting on wrong files
  • Looping in partners so they can share their feedback and help you collect more documents or move forward
  • Attaching company brochure, documentation or more
  • Downloading the received files once approved

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