Setting up your Request descriptions right, will have a great impact on client engagement. 

When Requests are laid out simply, and they explain WHY you need what you need, clients won't get lost in confusion.

In this Guide

  • Sample Request descriptions you can use in your own Templates

See our other Guides

  • Accessing and using the Template Directory here

When setting up Request Descriptions the main indicators to keep in mind are:

  1. Explaining what you need and why, so the client understands the requirements

  2. Explaining step by step how to complete the actions, to reduce client confusion

Here are a few templates that you can use and edit to fit your purpose:

Signing Document (E-Sign) 

Description

Please find attached [Insert Document Name] which details all of your contractual obligations, and requires signing for us to progress.

Click the Fill Form button to complete and sign this off digitally, simply scrolling to the relevant signature spots.

You can use the Save Draft button to save as you go, and once complete click Submit.

To sign physically print the form and once complete you can use the Upload Files button to upload from your computer/mobile, or use your phone camera by clicking Upload Files and selecting your camera for each file

OR

--Drag and drop files here--

Standard Form

Description

Please click the Fill Form button to digitally complete this document

This can be done at your own pace, and you can even save your progress by hitting the Save Draft button at any point.

Once complete hit the Submit button to lock in your changes

To complete physically print the form and once complete you can use the Upload Files button to upload from your computer/mobile, or use your phone camera by clicking Upload Files and selecting your camera for each file

OR

--Drag and drop files here--

ID Requests

Description

Please upload your most current X, which is required for [Reason for item]

Please Ensure

  • [List Requirements]

You can use the Upload Files button to upload from your computer/mobile, or use your phone camera by clicking Upload Files and selecting your camera for each file

OR

--Drag and drop files here--

Other Items

Description

Please supply copies of your LATEST X 

You can use the Upload Files button to upload from your computer/mobile, or use your phone camera by clicking Upload Files and selecting your camera for each file

OR

--Drag and drop files here--

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