File Requests - Start Here

File Requests - Start Here

File Requests - Start Here

Administrators, All Users

File Request allows SETWorks users to send an email to clients requesting that they upload a file to SETWorks. The party will receive the request via email which contains a link to a secure upload site allowing them to send the file directly to SETWorks, without going through email or another third-party source. 

When would I use the file request feature? 

- Consumer: Request a client uploads a recent paycheck to track income or verify employment for Benefit Planning purposes. 
- Staff: Request a staff uploads a drivers license or CPR training document. 

Getting Started

Set-up a File Request in SETWorks:  File Requests - Configuration and Setup
How to request a file upload:  Sending a File Request

    • Related Articles

    • File Requests - Sending a File Request

      How to I send a File Request? Administrators Learn more about File Requests  and how to set-up and configure in SETWorks. Send a File Request - Navigate to the applicable entity (Consumer or Staff) and select the File Request tab.  - Select Add New ...

    • How can I Upload a File

      How to Upload a File into SETWorks Administrator This article will explain how to upload a files into SETWorks.  This method of uploading will work in Consumer, Staff, Department, and Provider Files section Terminology can be modified within SETWorks ...

    • SETWorks Webinar - August 2024 - Benefits Planning

      Recording On August 21st 2024, SETWorks hosted a live webinar about Benefits Planning. You can view the recording from the link below: https://youtu.be/-U6DKxZLzSI References Configuring Consumer Benefit Information File Requests - Start Here

    • How can I Batch Upload a ZIP File

      How to Batch Upload a .ZIP File into SETWorks - File Utility Administrator This article will explain how to upload a .ZIP file into SETWorks. These file uploads apply to existing consumers. Terminology can be modified within SETWorks to better fit ...

    • File Acknowledgement

      What is File Acknowledgement? Files that are uploaded into SETWorks can be required to be acknowledge by staff prior to staff documenting on the applicable consumer. Video https://youtu.be/_of4QaeLRS4 Privileges Settings > Provider Build > Maintain ...