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Document Request List - Exchange - Send to multiple people
It would be really helpful if the document requests could be sent to multiple people in Exchange. Usually we are working with both taxpayer and spouse or on entity returns we have multiple people at a company responsible for uploading documents.
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Good morning Kristen. DRL requests can be sent to multiple recipients at a time. You will enter each recipient into the "To" Field when creating a new request. I have included a screenshot below.
I came here looking for an answer similar to this. We sent a DRL to multiple people, but on the client end, only one of them is able to access it to upload documents. From the firm view, it looks like we sent two separate requests. We need the ability to send one request to multiple people and let them all drop files into the same request.
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