If you send an information request regularly, you can schedule it to reoccur automatically from an information request template.
Select the ‘New request’ dropdown and click ‘Recurring request’.
Enter the details of the recurring request.
Recurring Request Name - Type the name of the request
Select sent from? - Select the workspace member you would like the request to be sent from.
Select template - Select the information request template you would like to use.
Who would you like to send this request to?
Select the workspace member, or enter an email address of the person, you would like to send your information request to. Each recipient will receive a copy of the request.
There are a few ways to add multiple recipients to a request.
Select the members or type the email addresses of each person into the text box, separating each email address by selecting the tab or return key on your keyboard.
Select all to send the request to all workspace members.
Bulk import will open a new window that allows you to copy and paste email addresses from a document.
Upload file to upload a csv file with recipients using our template.
Clear all selected will remove all recipients from the field.
Note: You can send a recurring information request to more than one person and any recipient can contribute to the request. To do so, deselect the checkbox by ‘Duplicate this request and send a copy to each recipient’.
Select ‘Edit schedule’ to setup the recurrence schedule and select ‘Update’.
To finish setup of the recurring request, click ‘Save’.
Manage recurring requests
To manage recurring requests, select 'Options' and click ‘Recurring requests’.
Hover over the request and click the pencil icon to edit or bin icon to delete the request.