We’re thrilled to unveil the latest addition to Sydnee Client Portals: Client Requests! 🎉 This powerful new feature makes it easier than ever to gather the information, files, and responses you need from clients—all in one place.
Here’s How Client Requests Can Help You
- Send Requests Directly to Clients: Effortlessly collect information by sending requests that clients can complete right in their portal.
- Direct File Uploads: Ask clients to upload files that automatically organize into their Files module—no extra steps needed!
- Build & Save Templates: Save your custom-built request templates to streamline your systems and create a consistent experience.
- Customizable Fields: With options like phone number, file upload, color picker, and more, you can tailor each request to suit your needs perfectly.
- Set Due Dates & Automated Reminders: Stay on top of deadlines with due dates and automated reminders for clients.
- Easy PDF Downloads: Need a hard copy? Download a PDF of the completed information at any time.
Build the Perfect Request
Our intuitive builder gives you all the tools you need to create custom requests that suit any client need.
From personalized fields to structured templates, you’re in control. Easily drag and drop fields, set due dates, and watch as your request transforms into a streamlined form tailored for success.
Sign in and navigate to the Requests tab to start using this feature today! We’re excited to see how it helps simplify your workflow and enhance client collaboration.
Learn more about the request feature here!
Happy requesting,
The Sydnee Team
