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:
Explaining what you need and why, so the client understands the requirements
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--