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Requests
Collect documents, information, or approvals inside a workspace.
Context
Use a client only for external or client-facing matters. Leave blank for internal workflows.
Select a workspace above to view and manage requests.
Requests
No requests yet
Start your first request to collect documents or approvals in this workspace.
| Request name | Workspace | Client | Status | Progress | Updated | Actions |
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Automation settings
Approval settings
Create request from template
Create request
Create workspace
You need an organization to create workspaces. Complete the setup wizard first.
Complete setupUse Internal for internal workflows.