Request Multiple Documents Securely – Bulk Entry
R
Rakel G
Request Multiple Documents Securely – Bulk Entry
I would like the ability to create multiple secure document requests at one time from a single screen.
For example, if I have a list of 20 documents required from a client, I currently have to select Securely Request Document and create each request individually.
It would be much more efficient to be able to paste or enter a multi-line list of documents and have the system automatically create a separate secure document request for each line.
This would allow us to quickly send a full document request to the client while still keeping each requested item separate, so the client can upload documents against each request and we can easily track and reconcile what has and has not been received.
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Amanda Aparicio
Rakel G, you can actually do this today! The most efficient way to bulk request files is to click on "Disable Wizard mode". You can then copy and paste a list of requests directly into the Client Task list, which will create one request per line item. Each Client Task request, by default, allows for uploading a document.
I hope this helps!
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