Onboarding Users - Pull Request

• File size limit?
• How to send a PULL request
• Is there a limit to how many people i can send one request to?
• Can i copy and paste emails and mobile numbers into the TO field on requests
• How to add and customize a message to a recipient
• How do I add internal notes
• How to view internal private notes (PULL)
• How to view a message from your recipient to you (PULL)
• Can a recipient send a message through a request to me
• Collect documents in two ways
• View incoming and completed PULL request details (All)
• View incoming and completed PULL requests (individually)
• How to download documents
• Can I download picture files as pdf
• You just got a Botdoc email notification
• Request Status (Pull)
• Waiting Status (Pull)
• Complete Status (Pull)
• Expired Status (Pull)
• Complete & Expired Status (Pull)
• Request Resend Status (Pull)
• Metadata stored (Pull)
• How to download multiple documents via zip folder
• Search request details (Pull)
• Why are some completed PULL requests gray
• Search for files that need to be downloaded (Pull)
• 14 day expiration (Pull)
• Last 10 files received - Shortcut to view or download recently received Pull files
• Maximum character count for message box
• Mark a PULL request as viewed once document is downloaded
• How to send a PULL Queue request
• How to VIEW PULL requests inside a Queue - "Assign to myself"
• How to VIEW PUSH requests inside a Queue - "Assign to Myself"
• PULL Timeline
• Queue Timeline (PULL)
• How to VIEW PULL requests inside a Queue - "Assign another user"
• How to VIEW PUSH requests inside a Queue - "Assign another User"
• Queue - "Assign another user" - Email Notification
• Completing a PULL Request (Customer POV)