Creating a New Client Request

Canopy's client requests allow you to securely request and receive information and documents from your client. Use client requests to schedule automatic reminder emails, comment on the information your client sends you, and track the progress of each request. Send and receive as many requests as you need. This article will cover two sections:

• Creating a New Client Request in Engagements 
• Creating a New Client Request in the Task Workspace

Creating a New Client Request in Engagements

In order to create a client request through an engagement, you will first need to create a new Engagement. For more information, refer to the Creating an Engagement article. To get started, click Engagements in Canopy.

1. Click on an engagement.
2. Select Client Requests in the side menu.                                                                                                                                                   
3. Click New Request.
• The Client Request drafting tool will pull up on the right side of the screen.
4. Type in a Title for the client request.
5. If needed, click the Due Date field.
• Select a date from the pop-up calendar.                                                                       
6. If needed, click the Reminders field to schedule reminder emails to be sent to your client.
• Select a time interval from the two drop-down menus. For example, you can select Every Monday and 15 days to indicate you wish for a reminder email to be sent to your client every Monday for the next 15 days or until the client completes the request, whichever occurs first.
• Your client also has the ability to 'snooze' reminders until the following Monday. Each reminder email has a link to pause reminders.                                                                      
7. Type a message in the Add a Description field.
• You can format your text or even add attachments.
8. Click Send now to send the request to your client right away.
   • Click Save as draft to save the request and come back to it later.

Creating a New Client Request in the Task Workspace

You can create a new Client Request without creating an engagement that can be tracked directly within a client's task workspace. To do this, you will first need to create a new task. For more information on creating tasks, refer to the Creating Tasks article. To get started, click the global + icon on the dashboard and select Client Request.

• Alternatively, you can select Task and click Add a client request under a contact's Subtasks.

 

1. Create a Request title for the client request. Please note that the client field is auto-populated for you if you have created the new client request from the contact profile.
   • To make the request a subtask, toggle Add to existing task to on and select the parent task.
      
   • To attach any applicable files, click the Upload paperclip above the request description box.
   • If needed, Add a request description for your client. 
   • If needed, add a Task owner, Client due date, and Client reminder. 
2. Select Save Draft to come back to the request later. If you are ready to send the request now, click Send.
   
   • You will be prompted to invite the contact to the Client Portal to view and complete this request if you haven't done so already. For more information on the Client Portal, see Inviting Clients to the Canopy Portal. 
3. The Client Request will appear as a line item in the contact's Task Workspace. 
   • Click the request to Add a comment that the client will see in the Client Portal. 
     • The client is able to send you messages as well which will display here. 
   • Once the client has fulfilled the request, you can check the box on the left side and mark it as complete. The task will be archived under Completed tasks in the Task Workspace.