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  1. Firm Help Center
  2. Request Lists
  3. User Guide: Client Requests & Deliverables

User Guide: Client Requests & Deliverables

  • Introduction: Client Requests & Deliverables
  • Chapter 1: Request Templates
  • Chapter 2: Add new contacts for Requests
  • Chapter 3: Add Request list to client projects and send Requests
  • Chapter 4: Client experience responding to Requests
  • Chapter 5: Review Requests and update project status
  • Chapter 6: Send Deliverables to client
  • Chapter 7: Data requirements for Requests & Deliverables
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