Preview, publish, schedule, and remind

Preview the client path before you publish. Then publish now, schedule a later release, or set reminders for a Request that has a due date.

Choose what you want to do

Test the form before clients see it
Publish now
Schedule a future publish time
Add due-date reminders
Send a manual email

Before you start

The Request needs a form with at least one field.
The account and audience must still be valid.
Review any answers your team has saved and locked in Prefill. If an older Request still has a required locked question, review its lock and Required settings before publishing. Unlock it before changing its answer in Prefill.
A scheduled publish time must be in the future.
A due date cannot be before the publish time.

The Request steps are Assign, Build, Prefill & Test, Publish, and View Responses. After publication, desktop navigation groups the first three under Prepared. On a small screen, use the step selector.

Open Prefill & Test from the Request's steps.
Read the title and intro as a client would.
Select Test.
Enter sample answers and test every condition path.
Check the visible required fields and progress.
On desktop, select Reset if you want to clear the test answers.

Test-mode data is not saved to the live Request. Use Prefill for real team answers. Protected answers stay read-only in the client test view.

File uploads are not available in Test mode, so Test cannot try a condition based on a File Upload answer. Check the field's title, help text, and required setting in Preview. To test a real upload, publish the Request to a portal audience you can safely use.

Publish now

Open Publish from the Request's steps.
For When do you want to publish this request?, choose Immediately.
Choose No due date or On a specific date and time.
Turn on Notify Assignee by Email When Published if you want to send a publish email.
Add a Custom Message if needed.
Choose which account team members should get completion updates. The Request owner is always included.
Select Publish Request.

The Request becomes available in the client portal right away. The publish email is sent only when its switch is on.

Schedule it for later

Choose Later.
Set the Publish Date and Time.
Finish the due date, email, and completion-update settings.
Select Schedule Request.

The Request moves to Scheduled and stays out of the client portal until Sydnee publishes it. Sydnee checks scheduled Requests each minute, so it may appear shortly after the selected time.

To change a schedule, open Publish & Reminder Settings, select Unlock, edit the values, and select Update Request.

Add due-date reminders

Reminders need a due date. Choose Send reminders, then select any of these email times:

5, 3, or 1 day before the due date
on the due date
1 or 3 days overdue

Sydnee sends reminders to the Request’s recipients. Reminder times that have already passed are skipped. When you change the publish settings, your new choices replace reminders that have not been sent.

Completed, archived, deleted, or non-published Requests do not send pending automatic reminders.

Send a manual email

For a published Request, open its actions and select Send Notification Email. Review the listed audience, add an optional message, and select Send email.

Use Email & Reminder Log to review Request email activity.

Why did a reminder not send when expected?

The Request has no due date.
The reminder time had already passed when the settings were saved.
The Request was completed, returned to draft, archived, or deleted.
The recipient is no longer active, has no email, or the address is blocked from email.
Sydnee checks scheduled delivery each minute, so an email may arrive shortly after the selected time.