How to create a manual document request on UpLink

Requests are the individual items you are requesting from your client. Requests should typically be relatively distinct so that you can track the status of each item. All requests are created inside of an engagement.

Creating a Request

Requests can be created manually or you can create them in bulk using the Excel Template. To create a request manually, you must have already created the engagement, and be viewing the engagement. Click here to learn how to create an Engagement.

How to fill in a request panel

The request panel appears on the right side of the page when you click a request. The following section describes the various sections and features.

1. Title: The name of the request.
2. Description: A description of the request. This text can be formatted, including hyperlinks. Note: formatting will be lost if updating an engagement in Excel.
3. Attachments: You may upload attachments to the request for the client. This could be an example of what was provided last year or a form document you want them to download and fill out and upload to complete the request.
4. Assignee: The email address of the person who should submit the request. This person can delegate the request to others as well.
5. Query: A question you would like the AI to answer on each document uploaded to a request by the client.
   
6. Query Suggestions:  If you create a request for a commonly requested document, UpLink will automatically suggest queries that are potentially relevant to aid in the review of that document.
7. Custom Attributes: Can be added to a request to allow for better organization of requests within an engagement. Some common examples include priority, department, control number, and phase (e.g. interim or year end). Click here to learn how to set custom attributes for your requests.
   
8. Files: Added by the assignee in the process of fulfilling a request
   
   1. Files can only be added when the request is in “Open” status. Anyone with access to the engagement can upload a file to satisfy a request.
   2. If a client, other than the assignee uploads a file, the request will be “reassigned” to that person automatically so that in subsequent years, they are the default person to provide the request.
   3. Assignees can also remove uploaded files if the request is in “Open” status.
   4. Requesters can remove files while the request is in “In Review” or “Complete” status.
9. Activity: This section describes key events in the history of the request, and allows you to have a discussion with your client about the request.
   1. Notifications are sent to the client when you add a comment to the activity section, and notifications are sent to you when they add a comment to the activity section.
   2. If you’ve participated in a discussion on any request, you’ll be notified of updates as well via email.
10. Download & Export: Files uploaded to a request can be exported by clicking the “three dots” in the top right corner of the request drawer. Exports will include original files that were uploaded, and annotated versions in PDF format as well.