What It Is #

Insta Fetch is perfect for simple, time-sensitive questions or one-off document requests without needing full form setup.

How to Use It #

1. Click on the Insta Fetch button at the top-right of the screen from the main dashboard.
2. Search and select the client you wish to send the request to. Only clients already set up in Seamlss will appear.
3. Add one or more questions:
   • Use the short prompt field to write a clear label or title for the request (e.g. “Upload vehicle logbook” or “Send bank statement”). This is what the client will see at a glance.
   • Use the Details field underneath to provide extra context or clarify exactly what you’re asking for (e.g. “We need the CBA Statement 113 for 1 July – 30 Sept”). This helps reduce back-and-forth and improves client completion rates.
   • Toggle Required to mark the question as mandatory. When this is on, the client must complete the item before submitting the form.
   • Toggle File Upload if you expect the client to provide documents. This enables a drag-and-drop area below the question.
4. Customise the email message if needed. This optional message appears at the bottom of the client’s email invite and is ideal for giving extra context, deadlines, or next steps.
5. Click “Send Fetch”. The request will be sent to the client by email, and tracked in your Follow Ups tab for visibility and reminders.

What Clients See #

A clean, mobile-friendly screen with your questions and upload prompts. They respond in one go — no accounts or navigation needed.

Using Quick Fetch #

What It Is #

Quick Fetch lets you send a single fetch form to a client, using an existing template. It’s editable just for that client — ideal when you want structure but don’t need to save changes.

How to Use It #

1. Go to the client’s record and click + New Request
2. Choose + Quick Fetch Request
3. Select a form template from the dropdown
4. Edit questions as needed (add, delete, rearrange)
5. Add a message and choose to send via email or later

Note: Changes made here don’t affect the saved template

Insta Fetch, Quick Fetch, and Form Stacking #

Overview #

Seamlss offers three powerful tools to streamline data collection and document gathering from clients:

1. Insta Fetch – Super fast, one-off question or document requests
2. Quick Fetch – One-time editable forms sent from templates
3. Stacking Fetch Forms – Bundled, multi-step requests using prebuilt templates

Each serves a different workflow depending on how much context, structure, and follow-up is required.

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Feature Comparison Table #

Feature	Insta Fetch	Quick Fetch	Stacking Fetch Forms
Speed	Fastest	Fast	Moderate (multi-form setup)
Ideal Use	1–10 quick questions, follow-ups, simple docs	Single form with tweaks	Complex requests across multiple areas
File Uploads	Yes	Yes	Yes
Form Templates	No (free-text questions only)	Yes (editable on send)	Yes (choose multiple templates)
Progress Tracking	Yes (in Follow Ups tab)	Yes (in Follow Ups tab)	Yes (in Follow Ups tab)