Requests simplify gathering necessary information from your clients, making it ideal for client onboarding, monthly close checklists, tax questionnaires, etc. Create checklists from scratch or leverage custom pre-built templates.
Steps for Bulk Sending Request Templates
Step 1: Prepare the Request Template
Go to the Requests section.
Click on Add Request.
Select an existing template or create a new one.
Check the date edited to confirm it's the correct version.
Step 2: Bulk Send the Requests
After confirming the template, click Send Bulk Request (you have the option to Preview before sending).
Add the due date for the requests.
Use filters to select the individuals you want to send requests to.
Click Send Bulk Request.
Step 3: Address Possible Issues
If you encounter an old or outdated page, refresh the page and try again.
The bulk send feature is only available under the Requests section, not under the Tasks section.