Actions with client requests

This article covers actions you can perform on an individual client request — from the request view or from the client requests list. To work with multiple requests at once, see Work with client requests list .

View client responses

Click the request name to view the information your client provided. The client’s responses are displayed on separate pages.

You can easily copy any client answer by clicking the copy icon next to it.

You can see the number of answered questions and the total number of questions in the request (e.g., 1/2) in the Progress column.

Edit requests

You can only modify requests that the client has not started responding to. Such requests will have a Pending status. If the client opened and viewed the request but did not start editing any fields, it is counted as Pending, too.

To change a request, click three dots to the far right of the desired request and select Edit request. Make changes in the sidebar and click Save.

To update the request status, hover over the current status and select a new one.

Share requests

Your clients may have assistants who don’t have access to the client portal, or the answers are required very urgently, so you don’t want the customer to waste time signing in. For this case, we’ve added the option to respond to a request without accessing the client portal.

Disable the Require sign-in option when creating a request or when editing a request in the Pending status. This way, the person receiving an email can submit the responses without signing in.

You can also copy a link to a request from the list and send it in any convenient way, such as via chat . To do this, click Copy request link opposite the desired line.

Print requests

You can print a request in any status. If the request is completed, its answers will also be included. To print a request, in the request list, click three dots to the far right of the desired request and select Print, or open the desired request, click three dots at the top right and select Print.

Your browser will prompt you to print the client request:

To save the request as a PDF file:

• Windows: In the list of printers, select Microsoft Print to PDF. Then, click Print.

• macOS: Select Save as PDF as Destination. Then, click Save. Or, if you have the PDF button at the bottom left, click it and select the download folder.

Archive requests

Once a request is completed, it’s better to archive it than delete it because you may need to access it again. When you archive a request, you still have access to it. You cannot make changes to it, but it can still be linked to the job.

Note

Only requests in Completed status can be archived. If a request has a different status, change it to Completed first, then follow the steps below to archive it.

To archive a client request:

1. Open the request you want to archive.

2. Click the request’s status in the Status column.

3. Select Archived.

The request will be moved from the Active to the Archived tab. You can revert this action by changing the request’s status to Completed.

Delete requests

Unlike archived requests, deleted ones cannot be restored. To remove a request, click three dots to the far right of the desired request, select Delete and confirm the action.

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