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. Click Client Requests.                                                                                                                                                   
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.