How to send a PULL request
- Wendy Jean
- Cody Thomas
The middle Left of your Dashboard is the PULL side. There are 3 fields where you can enter information.
To: (Enter either the name, email, or mobile phone)
Message: (this is a message to your recipient)
Internal Notes: (Private notes for your eyes only)
If you have names saved within your Contacts then names will show up in a drop-down mean, otherwise type a mobile or email.
Tip: You can copy emails or mobile numbers from another application and paste them into the TO field on the dashboard.
Then click the green Request button. 2 separate Requests have been sent. Notice that your Request totals have now changed.
Note: You can send to as many emails or mobile numbers as you need to within one Request. Each is a separate secure link and no one will know that the others are receiving the same link.
Sample: You need a copy of a driver's license from 10 recipients. Enter 10 emails or 10 mobile numbers or a mix of both. There is no limit to how many recipients you can send to.