As applicants send Requests, the Requests table in your program will begin to populate.
From this table, you will be able to:
- Send reminders to applicants about their Requests
- Export data
- Resend Requests to the third party contact
- Change the status of or reopen a Request
- Filter the table to see only what you need
- Capture the link to a specific Request
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Use Broadcast to send a reminder to your applicants that their Requests are due.
Use Message to send a custom email and/or text to selected applicants.
Choose Email to gather the email addresses of your applicants.
Choose to export a Table View or All Request Data for a csv version of the data.
Select one or more Requests in the table and click Resend to send the Requests to the third parties again.
Change the status of one or more selected Requests.
Change the status of a Pending Request to Received to manually submit a Request.
Change the status of a Received Request to Pending to "reopen" the Request and allow the third party to edit or add to their response.
5. Advanced Filters
Use these filters to filter by specific Request sections or contact information.
6. Request Link
Click Request Link to snag the link for that particular Request. Open the link in a private window or different browser to see the Request exactly as the third party will see it.