The Requests Dashboard is your central hub for managing all client requests. Whether you’re sending reminders, editing requests, checking progress, or approving drafts, this guide will walk you through each section and feature.
Overview
The dashboard displays all your requests in one organized table, making it easy to track status, dates, and completion. You can filter requests by status, user, and search for specific items.
Key Dashboard Components
- Search Bar (Top of Page)
- Located at the top of the dashboard, the search bar allows you to quickly find clients and contacts across all requests. Type a name or email to instantly filter your results.
2. Status Filter Dropdown
The “All Statuses” dropdown lets you view requests by their current status. You have five status options available:
Draft – Requests that are created but not yet sent to clients. Use these to prepare and review requests before sending.
Sent – Requests that have been delivered to clients.
Viewed – Requests that clients have opened and reviewed.
In Progress – Requests that clients are actively working on or responding to.
Completed – Requests that clients have finished and submitted.
3. User Filter (Sent by)
The “Sent by: All Users” dropdown allows you to filter requests by the team member who created them. This is particularly useful when you have multiple employees sending requests. Select a specific user to see only their requests, or keep it set to “All Users” to see everything.
Quick Filter Tabs
Below the dropdown filters, you’ll notice four quick-access tabs that let you view specific request types at a glance:
All Requests – Shows every request in your system
Drafts – Shows only unsent requests awaiting approval or edits
Follow Ups – Displays requests that need follow-up action
Actioned – Shows requests that have been marked with an action
The Requests Table
The main table displays your requests with the following columns:
– The request number for reference #
Name – The request title and details (client count and contact count)
Status – Current status badge (Draft, Sent, Viewed, In Progress, or Completed)
Date Created – When the request was created
Date Sent – When the request was sent to clients (shows “Not sent” for drafts)
Completion – Shows the percentage of items completed (e.g., 0/4 items = 0%)
Actions – Quick action buttons for editing and more options
Expanding Request Details
Click the expand arrow (>) next to any request to view detailed information including:
Recipients and Items – Lists all clients and their contact details
Request Items – Shows what forms, documents, or entities the client needs to provide
Contact Information – Email addresses and phone numbers for easy reference
Completion Status – Visual progress on how many items have been completed
Using Request Actions
The Actions column on the right provides quick access to manage requests:
Edit – Opens the request editor so you can modify details, add recipients, or change request items
More Options (three dots menu) – Additional actions including:
- Resend Request – Send the request again to recipients
- – Send SMS Prompt – Deliver a reminder via SMS
- – Mark as Complete – Manually complete the request
- – Duplicate Request – Create a copy for similar clients
- – Cancel and Archive Request – Remove inactive requests
- – Delete Request – Permanently remove the request
- Common Tasks
- – Cancel and Archive Request – Remove inactive requests
- Sending a New Request
- 1. Click the blue “+ Request” button in the top right
- 2. Add clients and contacts
- 3. Select the forms or entities clients need to complete
- 4. Review all details
- 5. Click “Send” to deliver to clients
- – Duplicate Request – Create a copy for similar clients
- Checking Request Progress
- 1. Look at the Status column to see the current state
- 2. Click the expand arrow to view detailed recipient and item completion
- 3. Use the Completion column to see the percentage complete
- 4. Contact clients directly if re
- – Mark as Complete – Manually complete the request
- – Send SMS Prompt – Deliver a reminder via SMS
