Follow up after a request ends

A completed or closed request does not reopen. To ask the same people for something else, you create a follow-up: a new request linked to the original one, filed in the same file and shown on the same page.

Follow up appears on a request that is completed, closed at its due date or cancelled. While the request is open, add items with Edit instead. Only one follow-up can be in progress at a time.

1. Click Requests in the left menu, then click the request. In the header, click Follow up. Depending on the request and your role, the menu offers A correction, Other documents and Deliver documents.

   

2. Click Other documents. The Request other documents window opens on the Composition step.

3. In the Participants card, the people from the original request are suggested. Remove those who have nothing to provide, or add people with Add a person. The follow-up stays filed in the same person’s file, and that person cannot be removed.

   

4. The title (“Follow-up - ” followed by the request’s name) and the instructions are carried over; change them if needed. In the Request contents card, click Add an item and add what you are asking for, as for a new request. Click Continue.

5. On the Delivery step, the purpose, the channels and the reminders are those of the original request; the Due date is one week later. Change them if needed, then click Continue.

6. On the Confirmation step, check what each person receives, then click Send.

Each person receives an email with a new link, specific to the follow-up. If they were already notified of the original request, the email asks them for “more items”. Their portal only shows what the follow-up asks of them.

• A correction opens the correction pane: choose the items to correct on their line. Sending creates the follow-up. See Ask for a correction.
• Deliver documents creates a follow-up made only of handouts. See Deliver documents to your client.

The follow-up appears on the original request’s page, in the card of each person concerned, under “Follow-up ·” and its date.

• While the follow-up is in progress, the request’s header manages it: Share, Remind and Edit apply to it. Follow up comes back once it is closed.
• The follow-up does not appear on its own in the requests list. Its history is added to the original request’s history.
• Other documents and Deliver documents require permission to create requests in the space.

• Can you add items to a request that has already been sent?
• Can you leave a request’s portal open for future uploads?
• In which person’s file are a request’s documents filed?

• Ask for a correction
• Deliver documents to your client
• Send a request to a client