File Requests

A file request asks a client for specific files.

New File Request. Choose From Template or From Scratch. Give it a title, description and due date. Under Assign To, pick organizations, users or groups; everyone in a chosen organization sees it. Under Requested Items, add a row per file you need with a label, notes and a Required checkbox. Click Create File Request; the assignees are emailed.

Open a request to follow progress: each item shows whether it has been submitted with a Download link, plus the comment thread. When everything is in, choose Accept Submission, or Needs Revision to send it back, or Close Request. Items already submitted are locked when editing a request.

Requests in the sidebar lists file requests across every space.