Sending the Data Request
After your client has activated their account on Validis, you can send a request to upload their data.
To do so, when on the Engagements dashboard, click the ellipses button beside the engagement you are requesting data for.
Select Request Data Upload.
Data Request Communication
When you are requesting a data upload, your customers will receive an email notification. The templates for this messaging are :
- Engagement Request Data Upload Email: Body
- Engagement Request Data Upload Email: Subject