How to Create a Request Information Task
Request Information is an open-ended task that allows you to collect information from your clients (photo of a drivers license, etc.).
To create a Request Information Task:
1. Click the +Add New at the upper-left hand side of your screen.
2. Click Task.
3. Click Request Information.
4. Select the Account and Client.
5. Enter a Subject and Description, or click into the subject line and select a task template.
6. Attach a file if necessary.
7. Click Create Task.
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