Edit a document request

You can request more documents from clients through an existing document request.

To edit a document request

Select

Edit
for the request you want to edit.

The Edit
screen appears with the information that was entered when creating the request.

You can make any edits to the Request
title, add more document request line items if needed.

Select Send
when you're finished.

The recipient will receive an email that includes a link to upload the requested files.

This article applies to: