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Applicable Roles/Permissions/Licenses

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.

3. Assign the request to a Contact using the provided dropdown.

4. Click on Template to select a client request template to assign.

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 to 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.

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 has the ability to '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 Engagements

In order to create a client request through an engagement, you will first need to create a new Engagement. For more information, refer to the Create an Engagement article. To get started, click Tasks on the global navigation bar.

1. Choose Engagements from the slide-in menu.

2. Click on an engagement.

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.