Create a request

Create a Request when you need a client to send answers, files, or a signature through their portal.

Before you start

You need team access to the client account.
The account needs at least one active portal member unless you choose Open to all.
You need a title. A Request cannot be created without one.

The account picker lists active accounts you can access.

Open Requests.
Select Collect Info.
Choose Build New or AI Builder.
Under Account, choose the client account.
Under Assignee, choose one or more client contacts, or choose Open to All.
In Build New, select the Template row when you want to start from a saved template. Keep No template to start blank.
Enter a Title. The client will see this as the Request name.
Add a Description when the client needs more context.
Turn on Private request only if one selected person should be able to open it.
Select Create Request.

Sydnee saves the Request as a draft and opens the builder.

Drag fields from the left panel into the form. Select a field to change its title, help text, choices, required setting, or other options.

Add at least one field. The Next button stays off when the form is empty.

See Choose a request field type for all 14 builder items.

The client sees nothing while the Request is a draft. A scheduled Request also stays hidden until its publish time.

After the Request is published, the client sees its title, intro, visible questions, progress, and due date in the portal.

A completed Request cannot be edited. Its editor shows This request is complete with a View responses action. Open the Request's actions and select Reopen before making changes.
You may not have access to the Request's client account.
The Request may have been deleted.
A missing or changed assignee can stop the basics form from saving. Choose an active portal member again.

Published and scheduled Requests can be edited. Changes affect the live or scheduled form, so preview it again after an edit.