Request Information is an open-ended task that allows you to collect information from your clients (photo of a drivers license, etc.).
Any time a file is attached to a task, you will be prompted to assign an Account, Contact, and a tag to the file.
To create a Request Information Task:
1. Click the +Add New at the upper-left hand side of your screen.
2. Click Task.
3. Click Request Information.
4. Select the Account and Client.
5. Create a custom subject line and description.
6. Click Create Task.