Who is this article for?

Users who want to learn to create and send document requests.

No elevated permissions are required.

This guide explains how to create a document request project and send it to suppliers.

1. Introduction to document requests

The document requests area is used to send out multiple documents to one or more groups of recipients. Requests are managed through projects, which combine documents, recipients, and due dates into one workflow.

2. Creating a new project

1. Go to the Document requests area and select Request new documents.

2. Enter a subject and description for your project. This information will appear in the email to suppliers and on their homepage task.

3. Select the documents from your folders that you want the supplier to provide or confirm.
   • You can select multiple documents by navigating through your folders.
   • Files will appear at the bottom of the screen under Selected Files.

4. Select the list or lists of recipients who should receive the request. You can choose one or many groups.

5. Review the project details:
   • Documents selected.
   • Recipient lists.
   • Email subject and description.
   • Due date for when suppliers must return the required documents.
   • At least one Assignee from your company to be responsible for the project.

6. Once you are satisfied, select the Send button. This will create tasks for each recipient.

3. Supplier notifications

1. Each recipient will receive an email notification.
2. A task will also appear on their company profile to complete the document request.