Send a client request

A client request is a section of a job’s tasks that the client answers in the portal. Each task in it becomes one item the client uploads to, comments on or marks done.

Before you start

The client needs BMS for Clients turned on, and you need permission to edit the work. Email must be set up for the request email to reach the client.

1. Open the job and go to its Tasks tab. A client request section shows “Not sent to Client.” until it is sent.

2. Add the tasks you need, one per document or answer, such as “Upload your PAYG payment summary”.

   

   A client request section on the job's Tasks tab.

3. Press Send Client Request.

4. Fill in the first step:

   • Send to: up to 10 people.
   • From: the work assignee, the client owner, or another colleague.
   • Subject and Email.
   • When: Send Request now, or Schedule Request to Auto Send Later with a date.

5. Press Next, choose the reminders (see Automatic reminders to clients), then press Send Request now (or Save for a scheduled request).

Each recipient who had no portal access is given access to the work’s client, so sending a request also invites them.

After sending

• The client sees the request under Tasks and in Waiting for action on Home.
• Each upload, comment, skip and Done uploading reaches you in Triage as a Client Task item.
• The section’s menu offers Resend Client Requests and Print Client Request Summary, and Cancel Sending while a request is scheduled.

The same request, as the client sees it in the portal.