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Open the client's folder and choose New request, and the request builder opens with that client already on the first row.

  1. 1 Open Clients and choose the person.
  2. 2 At the top of their folder, choose New request.
  3. 3 The builder opens with the person on the first row under Who it goes to. The row shows the name and contact you already hold, so you do not enter their details again.
  4. 4 Fill in the rest as for any request and choose Create request.

Only the person is filled in. The title and the items start empty. Keep the documents for starts at 1 year, as on any new request. A template you choose fills these instead.

The new request is linked to the same folder. The documents that come back appear there beside the earlier requests, not in a new folder. You can still add other people to the request with Add a person.

New request needs a role that can create requests. Without it the button is greyed out. The folder of a person you have erased has no New request.