Collect client information with Requests
Learn how to collect client answers, files, and signatures in one guided form.
A Request is a form you send through a client's portal. Use one when you need clear answers, files, or a signature before work can move forward.
Requests are not public forms. Each request belongs to one client account. A client must sign in to that account's portal to open it.
When should I use a Request?
Use a Request to collect information from a client. Good examples include:
- a new-client form
- a project brief
- files needed for tax or design work
- choices or approval details
- a drawn signature
Use a Task when someone needs to do and track a piece of work. Finishing a Request does not create a Task or Deliverable on its own.
Plan what you need
Start with one clear goal. Ask only for information that helps reach that goal.
- Write down what you need from the client.
- Put related questions in the same section.
- Mark only the must-have answers as required.
- Add help text where the client may need an example.
- Decide which people should get the request.
For exact field choices, see Choose a request field type.
Build and check the Request
Open Requests, then choose Collect Info. Pick the account and audience first. You can then use Build New, Choose Template, or AI Builder.
Add a clear title and a short Intro Message. Build the form, then use Preview and Test. Test answers are not saved. Try every path before you send the request.
For the full setup steps, see Create a request.
Choose who should receive it
You can assign a Request to one person, several people, or choose Open to all for the account.
Assignment controls who gets request emails and whether the Request appears under For you. It does not make a non-private Request secret. Other active portal members on the account can find it under Open Requests.
If only one person should be able to open it, select that person and turn on Private request. Read Choose request recipients and privacy before sending private information.
Publish and follow up
You can publish now or schedule the Request for later. You can also set a due date, send a publish email, and add email reminders.
The client sees the published Request in the portal. Their answers save in the same shared Request. Your team can watch progress and review the current form or its timeline.
Learn the exact timing rules in Preview, publish, schedule, and remind.
Review the result
When the client has answered every shown answer field other than Color, Sydnee can complete the Request on its own. A client can also finish sooner after all shown required fields have answers.
Your team can review answers, download a PDF, download uploaded files as a ZIP, reopen the Request, or archive it. See Review, export, complete, and archive requests.