1. Knowledge Base
  2. Self-Serve Onboarding
  3. NextRequest Testing Guide for Self Serve Onboarding

Task 7: Post an external message on the request

You can use external messages to provide information or updates to the requester. You can use these messages to do things like give the requester a time or cost estimate, or to clarify the scope of the request. When you have supplied all responsive documents that you are able to, you should send a message to the requester explaining what has been done.

Follow these steps to message the requester:

  1. Click the Envelope icon () in the icon bar at the top of the request
  2. (Optional) Click the ‘Insert Template’ button and select a template from the list
  3. Type your message in the box
  4. Check the box ‘Yes, send to requester’
  5. Click the ‘SAVE’ button
  6. Look for the message in the Request Timeline

Click here to continue to Task 8.