This guide offers a straightforward method for requesting through SendSafely, making the process efficient and user-friendly. By following the steps outlined, users can easily navigate the platform, ensuring they can obtain necessary files promptly. Overall, this guide is essential for anyone looking to streamline their documentation requests effectively.
Requesting Documents
1. Navigate to an open active case where you wish to request documentation
2. Click "Files"
3. Click "Request via SendSafely"
4. Click here.
5. Select the document type you would like to request
6. Select as many as needed by clicking back into the Select Document Types
7. Click the "Enter email address" field to type out an email or leave the one auto populated from the profile.
8. Click "Request Documents"
Alert: Alert! At this time, there is no notification of when a file is received, so please check in on your cases regularly
Viewing Received Documents
9. Navigate back to the Files Page and Click "View file"
10. Click "View"
11. Click this icon to exit out of the view screen
