Articles on: Settings

Sending a Factfind Request

Once you've created a Factfind, it's time to sent it to a client to fill out! More information on creating a Factfind is available here.

Go to the relevant client and select Add New

From the dropdown list that appears, select Factfind Request

This brings up the following modal:

Select the Client using the dropdown menu. The field will be autofilled with the client who’s profile the factfind was created from, but this can be changed if required.

A brief message can then be added that the client would see when they receive the request.

Select the Factfind Schema desired.

Once all fields are completed, Send Request!

Updated on: 15/03/2024

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