File Requests - Sending a File Request
How to I send a File Request?
Administrators
Send a File Request
- Navigate to the applicable entity (Consumer or Staff) and select the File Request tab.
- Select Add New Record to create a new File Request.
- In the window that opens, select a date, file request type, and user to notify.
- After selecting a file request type, the email field will be auto-populated with the text from the email template (screenshot):
- You may change the wording of the email, if desired.
- Select save to save the new file request.
- This will save the file request. SETWorks will then send an email to the person requesting they upload the file (screenshot):
After clicking the link, the recipient will be directed to this page (screenshot):
The recipient can select the "Choose File" button to open a file explorer window and select the file the wish to upload. Alternately they can also simply drag and drop the file into the drag and drop section. Once the file has been selected, the recipient must select "I'm Done!" to upload the file.
Mobile Devices
Does SETWorks support uploads from mobile devices such as smart phones?
Yes!
SETWorks supports a variety of phones and tablets. The process is similar to the process for uploads done from a computer.
Simply click the link in the email and then select Choose File.
Then select either a photo or file from your phone OR a take a new photo with your device's camera.
The following screenshot is from Safari on an iPhone running iOS 15
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