To send a client request, it must have already been created and saved as a draft. To learn more about creating a client request, refer to the Creating a New Client Request article.
Sending a Client Request
To get started sending a drafted client request, click on Engagements in Canopy.
- Click on an engagement.
- Click Client Requests in the left-hand column.
- Refer to the Draft Requests section to view any drafted client requests.
- To send client request drafts individually, click on each draft.
- Click Send Now in the column on the right-hand side of the screen.