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Request Item Name: Name of this Item
Item Type:
New Upload - Requestee uploads a new file
Complete Form - Requestee verifies information and submits
Complete E-Signature -Requestee signs a form
Add Instructions: Requestee will see the notes or instructions you add
Upload Folder: Choose (or create) a folder for the file to be uploaded into. This will show in S-Drive. (Note: if the folder chosen has been deleted, which could happen if using a template, the file will be uploaded to the deleted folder if the folder is in the S-Drive Recycle Bin.)
Item Format: Select the type of files that are acceptable to upload. This option is only for Item Type of New Upload
Minimum File Count to Upload: Minimum number of files requested for this item
Maximum File Count to Upload: Maximum number of files they can upload
Internal Information: This allows you to store extra information from custom fields
Request Additional Information: You can create custom fields in SDrive Document Request Item and add those fields here for the Requestee to fill in. When they click to upload a file or verify a form, they will see the requested fields.
Editing a Request or Request Item
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