> For the complete documentation index, see [llms.txt](https://support.pipefile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pipefile.com/requests/open-ended-requests.md).

# Open-ended requests

Send a single secure upload link with no checklist, for when you don't know exactly what the recipient will send.

An open-ended request is a secure upload link without a checklist. The recipient uploads whatever they have, as many times as they need, instead of working through a list item by item.

Use one when:

* You don't know exactly which documents the recipient has.
* A recipient needs a secure place to send documents on an ongoing basis.
* You only need one thing and a checklist would be overkill.

If you know what you need, a [checklist](/requests/checklists-and-sections.md) is usually better. It tells the recipient exactly what to send, tracks each item separately, and lets you review item by item.

## Create an open-ended request

{% stepper %}
{% step %}

### Start a request

Click **New Request** and add your recipients, reminders and tags as usual. See [Create and send a request](/requests/create-and-send-a-request.md).
{% endstep %}

{% step %}

### Switch to Open-Ended

Above the checklist, click **Open-Ended**. The checklist is replaced by a **Message** box.
{% endstep %}

{% step %}

### Write your instructions

In **Message - Optional**, tell the recipient what to send. To share files with them, such as a form to fill in or an engagement letter, click **Attach Files**.
{% endstep %}

{% step %}

### Send

Click **Next**, add a **Subject**, and click **Send Request**.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Switching between **Checklist** and **Open-Ended** discards what you entered in the other mode when you send. A request is one or the other.
{% endhint %}

## How it behaves

* **Uploads**: the recipient can come back to the link and upload more at any time until you complete or archive the request.
* **Status**: the first upload moves the request from **Sent** to **Responded**. Later uploads keep it there and still notify you.
* **Reminders**: they stop after the first upload, since the request has been responded to.
* **Expiration**: an open-ended request only expires if nothing has been uploaded by the expiration date. Once it's **Responded**, the link stays open until you complete or archive it.
* **Comments**: you and your recipient can exchange comments on the request. Open them from the **Comments** icon on the request page.

## Ongoing collection

For a link a client can use month after month, send an open-ended request and leave it open. When you're done, click **Mark completed** or archive it to close the link. See [Expiration, completion and reopening](/requests/expiration-and-reopening.md).

To take uploads from people you haven't sent anything to, use a [lead form](/intake/lead-forms.md) or your [profile page](/intake/profile-page.md) instead.

## Related

* [Build your checklist](/requests/checklists-and-sections.md)
* [Upload documents to a request](/for-your-clients/upload-documents.md)


---

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