Collaborating on Requests
Collaborate allows you to answer questions and upload files on behalf of your client. This feature is useful whenever you receive answers outside of the request. For example, when clients drop off files or provide answers over the phone, you can add update the request directly instead of asking the client to do double work. Following this process will also keep the progress bar up to date. Let's see how to do it!
- Navigate to the Requests page.
- Find the Request that you wish to collaborate on and click it to open.
- Click the Ellipses (three dots) in the upper-right corner.
- Click Edit Responses.
- You can answer Yes/No questions, short answers, and upload files on the client's behalf.
- Once finished, click Save Changes in the bottom-left corner.
- The client will see any changes made.
Note: Only responses can be edited once a Request has been sent. Questions on a sent Request can not be edited or removed.
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