It's common during the advance process to request documents from vendors, sponsors, or other groups. The Document Request app allows you to request documents such as riders and certificate's of insurance. You can request a document without creating a form.
Follow these steps to create a document request:
- Click on "Document Requests".
- Select "Create Request".
- Name your request. The name should reflect the type of document you are requesting. (i.e. COI, Artist Rider)
- Toggle on "Include files with this request" if applicable.
- Set the due date.
- Enter criteria or a description if applicable
- Click "Save".