This feature is available in the Partner Connect module.
You can request documents from your partners using the "Request" feature. Some example documents are: Financials, Policies, Metrics. We have created a standard category of documents that you can choose from when sending the request, but document admins have the ability to add more document types if needed.
Who can I request a document from?
You can request a document from your Partners. If the person you are requesting is already a connection in CENTRL then they will receive a notification about the request. If you request a document from a person who is not already a connection, then we will send them an invitation notification. They will be able to send the document after accepting your invite.
- To get started, click on the Documents module located in the toolbar on the left. Then click on Request Document.
- You will then see an option to select "Start New" or "Start From Checklist". Checklists are a way to create a centralized template for requesting multiple documents. For this example we will be starting from new.
- (To learn more about Document Checklists click on the following link: Creating a Document Checklist)