Requests make it easy to collect information from clients. Use them for onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. You can create a request from scratch or use a pre-built template.
How to Create a Custom Request:
Go to Requests from the left-hand menu.
Click +Requests in the upper-right corner.
Choose:
An existing template, or
Start from scratch to build your own.
If you've already started a draft, click Pick up where you left off.
Enter a Name/Title for your Request.
(Optional) Add a Description.
Add a Section Title to organize your questions.
Pro Tip: Use Sections and Subsections to structure the Request and keep it easy to navigate.
Add Questions
Click the blue + icon under the Section Title.
Choose one of the following:
Subsection – To group related questions.
Yes/No Question – You can add follow-up questions based on the answer.
Short Answer Question – For simple written input.
File Upload Question – To collect documents.
Repeat as needed to build out your Request.
Finalize and Send
Save and Exit to save a draft, or
Preview and Send to review your Request.
Update the Request Title if needed.
Add the Contact and Account, then click OK.
Set a Due Date.
Click Send.