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Open New request and choose Create request, then send each person their own link from the request page.

A request asks one or more people for documents or written answers. Each person gets their own private link.

  1. 1 On Home, choose New request. Before your first request, the page may ask for your grievance contact.
  2. 2 Under Who it goes to, enter each person's Full name and an Email or a Phone. Choose Add a person for more.
  3. 3 Under What to call it, enter a Title and a Purpose. The title is what your client sees first. The purpose goes into the notice word for word.
  4. 4 Under What you need, add each document or written answer with Add a document or question. Mark each as Required or If applicable.
  5. 5 Under Terms, set how long you keep what you collect. The retention rule goes into the notice. The link stays open for 14 days unless you choose another number.
  6. 6 Choose Create request. The request is created and each person's link is issued. Nothing has gone to your clients yet.
  7. 7 On the request page, send each person their link. Choose Copy link to send it yourself, or use the WhatsApp and email buttons beside it. Choose Send to all via Confidential Dispatch to have us send it for you to everyone at once.

To start from a saved layout, choose a template under Start from a template at the top of the builder. Your starter template fills in What to call it, What you need and Terms for you.

A request cannot be changed after you create it. You can add people to it while the request is open.