How to move documents between requests

Steps for sharing documents across multiple requests

In general when you need to share documents across multiple requests the easiest way to do this is to make the request Public. However this is not always appropriate depending on the nature of the request so we've provided steps for making requests public as well as downloading and sharing documents across multiple requests.

How to make a request and documents public: 

  1. Go to the request that contains the files you want to share
  2. Set request visibility at the top of the request page to Published
  3. Click on the eyeball icon(release_eye) next to the files you wish to release
  4. Change document visibility to Public

How to download documents to share on another request:


Please note these steps must be completed in the request page review

  1. Go to the request that contains the files you want to share
  2. Click on Documents and download (download_icon) the files you want to share on the new request. This will begin a zipping process and download a zip file to your computer. Please note that this process will take longer the more files that are being downloaded.
  3. Go to the new request and upload the downloaded file and release to the requester