The Documents platform allows you to request documents from your Partners. You can request Documents such as Financials, Policies, or Metrics from your Partners using a centralized and secure platform.
Note: Your recipients will receive an email notification inviting them to join CENTRL and upload the documents you have requested.
There are two ways to request documents:
Start New
1. Navigate to the Documents Module and click on the Request Document button and select Start New option as shown below.
2. Within the modal, you can enter the Document Name in the field box and Description field is optional. You can also upload reference files. You can click on +ADD DOCUMENT to add multiple documents. Click on the Next button to continue.
3. Within the modal, you can search and select your Partner contact. Click on the Next button to proceed.
Note: You can select more than one Partner contact from the same company at one time.
5. You can review all the details pertaining to the Document Request, assign a Product, and enter a due date. A default message will appear in the message box. Click Submit to proceed.
Note: You can customize the message as per your requirement to send to your Partner.
Start from Checklist
This option allows you to start a Document Request using a Checklist. Using this feature, you can select from previous Document Requests or select an existing Document Checklist, thus making it a faster method to request documents. To learn more about how to create a Document Checklist, please see the help article below:
1. Navigate to the Document Module and click on the Start New Checklist link as shown below.
2. You can search from previous Requests or select an existing Checklist.
3. Within the modal, you can enter the Document Name in the field box and Description field is optional. You can also upload reference files. You can click on +ADD DOCUMENT to add multiple documents. Click on the Next button to continue.
4. You can search and select your Partner contact. Click on the Next button to proceed.
5. You can customize the message as per your requirement to send to your Partner. Click on the Submit button to proceed.