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Yes, while the request is open you can choose Add a person on the request page, and the new person gets their own link and their own deadline.

  1. 1 Find the request and open it.
  2. 2 Choose Add a person.
  3. 3 Enter the person's Full name and an Email or a Phone. If they are already one of your clients, pick them instead of typing.
  4. 4 Under The link stays open for, choose how long their link lasts. It starts at 14 days.
  5. 5 Choose Add person and get link.

The link is created but not sent. The person appears under Not sent, and you send them the link as for anyone else. They see the notice already published for the request, because a request cannot be changed after it is sent.

A request stays open until you close it, even when everyone on it has finished. A closed request takes no new people. To collect from someone after that, create a new request.

You need a role that includes Create and send requests. Not in your role explains the message you see without it.

A person has one link per request. If the phone number or email you enter already has a link on this request, the app refuses and says so. If it belongs to another client's record, the app asks you to pick that client instead. To give the same person a fresh link, issue a new one.