How do I request documents from a client or teammate?

Steps:

1. Go to the Documents section
2. Click "View Documents" for the relevant IO
3. Click "Request Documents" (top-right corner)
4. Answer the four questions by selecting "Yes" for items you need:
   • Do you have any current/previous digital campaign results to share?
   • Is there any current/previous customer data (CRM) available to use?
   • Upload Creative Assets
   • Sign Insertion Order
5. Click "Next"
6. On the recipient page, either:
   • Select an existing user within your agency
   • OR manually enter a new contact's information
7. Send the request

Result: The selected user receives an email with instructions on how to upload the requested documents directly into the platform.

Adding More Users: After a client user has been added, an "Add Client User" button will appear next to "Request Documents," allowing you to add additional client users at any time.