Managing Requests in Request Docs

Account Administrators and Account employees can manage, review, and see the progress status of all Request Docs requests created within their firm.

Request Docs provides three status updates on your requests:

  • Sent with a date — You’ve sent the request to the client but they have not started completing your request.
  • Active — The client has uploaded at least one document, provided a comment, or indicated “This Does Not Apply”.
  • Completed — The client has finished your request and submitted their documents.

On the Request Docs page, you can also send reminders to help your clients respond to requests on time and mark your requests as Done when you have everything you need.

image3.png

 

Reviewing Request Docs Requests

To review Request Docs requests:

  1. Sign in to the SmartVault Portal.
  2. Click Request Docs in the navigation bar.
  3. Go to the Request you want to review, click Actions actions_button.png, and select Review.

    image4.png

  4. You can see the request status and view any uploaded documents.

Sending Reminders

You can send email reminders to help your clients respond to your requests on time. The link inside the reminder email goes to the Requested Docs tab within their Portal.

To send reminders to clients:

  1. Sign in to the SmartVault Portal.
  2. Click Request Docs in the navigation bar.
  3. Go to the request that has not been completed and click Send Reminder.

    image2.png

  4. Your client will receive an email reminding them to respond to the Request.

Marking Requests Done

Account Administrators can mark requests Done when all requests are completed or the project is finished.

To mark requests as Done:

  1. Click Request Docs in the navigation bar.
  2. Go to the Request you want to mark as done, click Actions actions_button.png and select Review.
  3. Check that you have all the documents you need from your client and click Mark as Done.

    image1.png

  4. The Request Docs page changes the status of the requests you selected to Completed.
Was this article helpful?
0 out of 0 found this helpful
...