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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)