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About customer requests

When you send a request to a customer, they'll receive an email with a button prompting them to complete the forms.

The email will have the layout shown here, but the colors, logo, and text can be customized for your company with the help of Support.


Forms remain valid for 90 days after the email is sent.

When the customer selects the button in the email, they're redirected to a webpage with one section for every form you've requested.

If the link has expired, you've canceled the request, or the customer has already completed the request, the page they're redirected to says, "This request has expired."

To complete a section, they should select it and add their information as prompted.

When they've completed all sections, they can select Finish. When they select it, they'll see a notification that says "Data successfully submitted."

Additional information