Form RQ-07 · Document Requests
Re-opening a request.
Need one more document after closing a request? Re-opening is straightforward and preserves everything that was already collected.
How to re-open
Go to /dashboard/?v=requests and use the filter to show Archived requests. Find the request you want to re-open and click into it. In the request detail view, click Re-open Request. The request moves back to your Open list immediately.
What happens when you re-open
- All previously uploaded files are preserved exactly as they were
- Your client's upload link becomes active again
- The reminder sequence restarts from the beginning (you can adjust or disable this from the request settings)
- You can add new items or update existing ones before notifying your client
Notifying your client
Re-opening a request doesn't automatically send your client a new email. After re-opening, click Resend Link to send them a fresh invitation with the updated document list. You can also add a personal message to explain what you need.
Consider adding a noteWhen re-opening for one specific item, add a note in your message to the client so they know exactly what to upload and don't worry about re-submitting everything.