The recipient of an information request will be notified by email, which will contain a secure link to access the request.
If they are members of your account, they will also receive an alert in their in-app notification center and an alert in the dashboard action list, which will serve as a constant reminder until the request has been completed.
A response can be written, have files uploaded by clicking 'Attach files', or be a combination of both. Unlike email, there is no limit to the size or quantity of files that can be sent.
After adding a response and clicking the 'Send' button, that response is available to the person that sent the request and they will receive a notification that the response has been submitted.
If multiple items have been requested, the 'Click to respond' link found under each line item in the request opens a panel for the recipient to add their response.
The recipient can also ask questions by messaging the person requesting the information using the private messenger located at the bottom right of the request.
The recipient has the convenience of being able to delegate items, so that somebody else can respond on their behalf.
After adding a response and clicking the 'Submit' button, that item's response is available to the person that sent the request and it is marked with a green tick to show that the response is complete.
After selecting the 'Submit' button an item's response can be edited by clicking the 'Edit response' button.
IMPORTANT NOTE: For each item that is requested the recipient must give a response. After every item is submitted a notification is sent to the person that sent the request to let them know the request has been completed.
To view or add more information to the completed request, select 'Send link' and you will emailed a time sensitive link to access the request.