Re-Opening Requests

Re-Opening Requests

Re-Opening Requests lets clients update answers and upload files for previously submitted Requests. This is helpful for correcting mistakes or making updates.

Re-Opening a Request

  1. Navigate to the Requests Page or client's Account Timeline.
  2. Find the Request that you wish to re-open.
  3. Click the ellipses on the right to open the menu.
  4. Click Re-Open.
  5. Provide a custom message to the assignee explaining why the request is being re-opened.
  6. Once finished, click Re-open to send back to the client.
Note: Only Requests in the Pending Review stage can be re-opened. Once a Request has been Archived, it can not be re-opened.



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