What's in this Article
Canopy's client requests allow you to securely request and receive information and documents from your client. Use them to:
Schedule automatic reminder emails
Comment on the information your client sends you
Track the progress of each request
Create a New Client Request with the Global + Button
Client requests can be created from anywhere in Canopy. To get started, click on the global add button in the global navigation bar.
1. Choose Client Request from the slide-in menu.
The Create Client Request box will pop up in Canopy.
2. Type in a Request name for the client request.
Alternatively, Click on Template to select a client request template.
3. Assign the request to a Client using the provided dropdown.
4. As needed, toggle the Add to existing task switch to show the Select task dropdown.
When the toggle is active, you can select an existing task to assign the client request using the provided dropdown.
5. Assign a Priority status to the request.
7. Using the Description text box, add any instructions for the request.
Click on the Attachment icon to attach a file to the request.
Click on the Link icon to add a hyperlink to the request. The full link text will be displayed on the client request.
8. Assign any relevant Team Members to the request using the Assignee(s) dropdown.
9. If required, add a due date for your client by clicking the Client due date field.
Select a date from the pop-up calendar.
10. If needed, click the Reminders field to schedule reminder emails to be sent to your client.
Select a time interval from the two drop-down menus.
For example, you can select Every Monday and 15 days to indicate you wish for a reminder email to be sent to your client every Monday for the next 15 days or until the client completes the request, whichever occurs first.
Your client also can 'snooze' reminders until the following Monday. Each reminder email has a link to pause reminders.
Reminders will begin sending to your client after you create the client request. Reminders will not be sent while a client request is in a draft state.
11. Select Add automation if needed.
To learn more about automation, reference this article!
12. Click Send now to send the request to your client right away.
Alternatively, click Save as draft to save the request and come back to it later.
Create a Client Request from Resolution Cases
In order to create a client request through a Resolution Case, you will first need to create a new Resolution Case. For more information, refer to the Create a Resolution Case article. To get started, click Work on the global navigation bar.
1. Choose Resolution Cases from the slide-in menu.
2. Click on a Resolution Case.
3. Select Client Requests in the side menu.
4. Click New Request.
The Client Request drafting tool will slide in on the right side of the screen.
5. Type in a Title for the client request.
6. If needed, click the Due Date field.
Select a date from the pop-up calendar.
7. If needed, click the Reminders field to schedule reminder emails to be sent to your client.
Select a time interval from the two drop-down menus.
For example, you can select Every Monday and 15 days to indicate you wish for a reminder email to be sent to your client every Monday for the next 15 days or until the client completes the request, whichever occurs first.
Your client also can 'snooze' reminders until the following Monday. Each reminder email has a link to pause reminders.
Reminders will begin sending to your client after you create the client request. Reminders will not be sent while a client request is in a draft state.
8. Type a message in the Add a Description field.
You can format your text or even add attachments.
9. Click Send now to send the request to your client right away.
Click Save draft to save the request and come back to it later.
Edit an Existing Client Request
When there is a lot of back-and-forth with clients, it's challenging to keep up to date on what is and is not needed with in-progress requests. For a better experience, try editing the name and description of the request to update exactly what you need from your client.