Related Sheet Row: This field should be left blank for requests that aren't tied to a specific Sheet Row; otherwise, choose the Sheet Row this request is tied to.

Request ID: An optional field that allows you to number requests for easy reference. It will auto-populate a suggested ID.

Due Date: Set this to give you client a due date for your request.

Client Owner(s): All Client Admins will see this request. Client Members will only see the Request if they are assigned as the Owner.

Copy files uploaded to this Request to Choose a folder: When a client uploads a file or files to this Request, a copy of the files will be created and stored for the firm's purposes in the Documents folder selected here. We recommend enabling this to automatically create a version of a file for firm members that can be edited and annotated separately from the client's version of the file.