How Do I Send Bulk Client Requests?
Bulk client requests let you request information from multiple clients at once, saving time and keeping work moving—especially during busy seasons.
Why This Matters
Sending client requests in bulk reduces repetitive work, ensures consistency, and helps teams manage client follow-ups more efficiently from a single workflow.
Table of Contents
Send Bulk Client Requests
Use bulk actions from the Client List to send the same request to multiple clients.
To Send a Bulk Client Request
Click Clients.
Select Client List.
Select two or more clients.
In the page header (upper right), click the Bulk Actions icon.
Select Send Client Request (person icon with paper airplane).
A request setup window opens.
Bulk Client Request Options
From the request window, you can configure the request details.
Available Options
Request name
Enter a name or select a saved template.
Client list
Review the selected clients.
Clients not invited to the Client Portal are listed separately.
Priority level
Description (optional)
Assigned team member
Helpful when another team member needs to manage the request.
Client due date
Client reminders
Not all fields are required—use only what fits your workflow.
Optional: Add Automation
Add automated follow-up steps to keep the request moving.
Select the first automation step and continue adding as needed.
Automation can include reminders or next actions.
When ready:
Click Send Now.
You’ll see a confirmation message with the option to view the request in the Activity Log.
Important Draft Behavior
Heads-up:
If a selected client has not been invited to the Client Portal:
Their client request is saved as a Draft
Drafts can be sent later once the client is invited
After inviting clients to the portal, you can send all drafted requests at once.
Send Bulk Drafted Client Requests
Drafted client requests are stored in Canopy until you’re ready to send them.
To View Drafted Client Requests
Go to Work.
Select Task Lists.
Open the All Work tab.
Draft client requests may also appear if they were created as subtasks in a task workflow.
Filter for Drafts
Open the Status column dropdown.
Select Draft.
Click Apply Filter.
Only draft requests will display.
Send Drafted Requests in Bulk
Hold Shift and click to select multiple draft requests.
Right-click to open the actions menu.
Select Send Client Requests.
A confirmation window appears showing:
Clients who will receive the request
Clients who have not yet been invited to the Client Portal
Review the list.
Click Send.
All selected drafts are sent to clients who have portal access or have already logged in.
Summary
Bulk client requests save time by sending the same request to multiple clients at once.
Clients without portal access cause requests to be saved as drafts.
Drafted requests can be filtered, selected, and sent in bulk from the Task List.
Automation helps keep client requests moving without manual follow-up.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.