In this lesson:
It's no secret a large part of your job is transferring files or information back and forth with clients.
A client request allows clients to securely submit information or documents to you through the client portal.
In the client portal, it appears on their To-do list. Then, the client can access the request and any attached documents through the portal and submit them.
Client Requests are a type of task in Canopy. You can find a record of requests in the Task List (we'll cover this feature later on.)
Client requests can also be used in several other ways too, including:
- facilitating ongoing threads of conversation
- scheduling automatic reminder emails
- commenting on the information your client sends you
- tracking the progress of each request
Make a Client Request
Client requests can be created from anywhere in Canopy because you make them from the global navigation bar!
To make a client request:
- Click on the global + button in the navigation bar.
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Choose Client Request from the slide-in menu. The Create Client Request box pops open.
- Type in a Request name.
You can add as much info with the options provided:
- Assign the request to a Client.
- 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.
- Assign Team Members
- Add a due date
- Add Reminders
- 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.
Canopy Tip: Your client also can 'snooze' reminders until the following Monday. Each reminder email has a link to pause reminders.
Canopy Tip: If you use reminders, those will begin sending to your client after you create the client request. Reminders are not sent for requests saved as drafts.
Send the Request
Click Send now to send the request to your client right away. You can also save requests as drafts. Click Save as draft to save the request and come back to it later.
Adding a Client Request to a Task
As needed, switch the Add to existing task to show the Select task dropdown.
What Your Client Sees
Once you've sent the client request, the client is notified via email and the client request appears on their to-do in the portal.
In the client portal, the To-do icon has a red bubble with a number telling them how many new requests they have.
Locating Sent Client Requests
You can find the client requests you've sent:
- Under the Tasks tab in the Client Record
- On the Task Lists Dashboard (we'll talk more in-depth about this later on)
From here, look for the name of the request and click it.
You can also view the request in the client record:
- Navigate to a client's record
- Click the Tasks tab
- Locate the Client Request in the Task List.