Fetch requests are a quick, easy, and secure method for requesting additional information from clients. By keeping all communication on Seamlss and off email, you are protecting yourself and your clients from potential data leaks.
Open the Clients menu from the left, select a client, and click the blue + New Request button (see below).
Then select + Quick Fetch Request
Select a template by going to the drop-down menu.
You can edit the form on the fly to customise it to the need of your client by using the icons on the right-hand side of each question. Select the pencil to edit, the X to delete, or the up/down arrows to reorder.
Stacking Fetch Forms #
To learn how to send multiple fetch forms in one bundle, read our help guide on Stacking Fetch Forms.
Creating a new form #
To create a new form, simply fill out the Name and Description boxes, then hit Add New Question.
Follow our guide for Creating Forms to learn about the different types of questions you can include.
You can edit, delete, or reorder your questions using the buttons at the right-hand side of each question.
Select the pencil to edit, the X to delete, or the up/down arrows to reorder.
Forms created in Quick Fetch will not be saved as templates. To create reusable forms, go to the Forms section of the menu – learn more by reading the Creating Forms guide.
Email Options #
At the bottom of the Fetch form, you can choose whether to send the client a request via email. If you untick the box it will not send, however you may choose to resend it later from the client window.
If you choose to send an email request, you can also add a custom message for the client.
When you are ready to send the form to your client, click Send Fetch.
A window will pop up confirming the Fetch has been sent.
You can now close the window.
