Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
Canopy's client requests allow you to request and receive information and documents from your clients securely. 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
1. Click on the Global + Icon
2. Click Client Request
3. Type in the Request name
Alternatively, Click on Template to select a Client Request Template
4. Assign the request to a Client using the provided dropdown.
5. 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.
6. 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.
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, refer to this article!
12. Click Send now
Alternatively, click Save as draft to save the request and come back to it later.
13. Select which contact you need to send the Request to
14. Send to '#' contacts
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.
1. From the Tasks List, right-click on a client request.
2. Select the option to edit.
3. Click on the pencil icon in the top right of the client request.
4. Make your changes in the Update Client Request popup.
5. When you're finished, click Update.
