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Follow the same step if you want to send the request by Email.
You can change the Email body and Email Subject According to your requirement.
Note: Currently the SMS And Email Content is getting populated on the records created under Text/Email Secure File Template Object.
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If Two Factor Authentication is Required.
Expand the Advanced Settings Section.
Make the Two Factor Authentication Toggle to true.
If you want to change the Expiration Date or add a private note for the recipient.
Note:- We can also set these values to default according to your requirement.
Click on Send Request Button.
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Congratulations! You have successfully Sent the File Request.
The user will get an email in the below format.
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Now the user needs to click on the link to upload a file
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Click on the Related Tab of the Record You will be able to see the File Request Object has been created.
Click on the File Request Object.
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On this Record, you can see the status of the Request.
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All the Files sent by the Applicant will be visible in this section with their File Type.
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Send File Method: How to Send File to the User.
Go to the Source Object Record.
Click on the Send File button on the page.
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Select File to Upload or Select an existing File.
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Click on Send Request Button.
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