What are open-ended requests?
Sometimes you don't want to send your clients a checklist based request because you don't know exactly what they want to send you or perhaps they want a secure place to send documents on an ongoing basis. Open-ended requests are perfect for these situations. Instead of being walked through a checklist, item by item, open-ended requests are links that can be used on an ongoing basis with less structure. Clients can return to the link at any point and upload miscellaneous documents any number of times. Watch the video below to see how.