Send a document request follow-up email
After creating and sending a document request to a client, you can also send a follow-up email about the request.
To send a document request follow-up email:
- Sign in to Engagement Manager, choose an engagement, then select theCommunicationstab.
- Mark the checkbox next to the request, then selectSend
.The recipient will receive a follow-up email that includes a link to upload the requested files.