Reply with amount

You can fulfill a document request by replying with an amount.

Follow these steps to reply to a document request with an amount:

On the

Overview

screen, select a client tile to view the client profile. You can also search for a client then select the client tile from the search result.

Select Documents
, then select Requested Items
.

On the document tile, select the Menu

icon, then select Reply With Amount
.

Reply With Amount
window will appear, fill the form, then select NEXT
.

To add multiple values, select ADD ANOTHER AMOUNT
.

Reply With Amount
window will let you review the data.

Select BACK
to make changes.

Select SEND REPLY
to fulfill the document request with an amount.

The Status
will be updated to REPLIED WITH AMOUNT
.

The requested document will be resolved and saved in the Uploaded Documents
tab.

You can select the document title to view the document created by Reply with Amount
.

This article applies to: