Using group headers allows lengthy information requests to be organised into distinct, manageable sections. This structure helps clients navigate the list more easily, reduces the potential for confusion, and encourages faster, more accurate responses.
Adding group headers when creating a request
Within the Requests section of the workspace, click New request.
Enter the list of items you’d like to request, including your group headers.
Place group headers in [square brackets] so the system can identify them.
You can also paste items from a spreadsheet or document, as long as each entry is on a separate line.
Click Next to continue.
Adding group headers to an existing item list
Within the request setup screen, click Add group(s).
Enter your group header names and click Add.
Use the three-line drag handle to move each group header to the right place in your list.
You can now continue with the next steps in creating your information request.
Editing a sent information request to add a group headers
Once an information request has been sent to the recipient, you can still add group headers to requests.
Open the request you want to edit, then click Action > Edit request.
Click Add group(s), enter your group header names, and click Add.
Use the three-line drag handle to position the group headers in your list.
✨ Tip: Adding group headers keeps your requests clear and professional, reducing back-and-forth with clients.