Ask a client for information

Who acts next?

1. 1
   OfficePrepare and send

   Choose the documents, preview the request, and send the link.

2. 2
   ClientAnswer and upload

   The client opens the link and supplies the requested information.

3. 3
   OfficeReview what arrived

   Check the response and ask for a replacement if needed.

Prepare the request

1. Open Information collection and start a new request.
2. Choose Request files or Ask questions.
3. Choose one client, several clients, or an open intake.
4. Select the client and respondent where required. WhatsApp needs a linked contact and a suitable conversation.
5. Add the requested files or questions. You can start from a published form template.
6. Review the exact preview, including required documents and recipient details.

A request, from sending to reviewIllustration · fictional details

1Make it clear2Share the link3Review the response

SmartBill OfficePreparing

July bank statement

Client

Noga Studio

Instructions

Please upload the full July statement.

Name the document and period. Preview exactly what the client will receive.

Send it

Choose the available delivery method. Creating and copying a secure link lets you paste it into the message you send to the client. A copied link has not been delivered by itself.

File-only requests use a secure form link. Where supported, questionnaires can also run as a guided WhatsApp conversation.

After sending

Open the request to check its status and progress. Sent questions are frozen: later template edits do not change a request already sent.

Next: Review what comes back.