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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.
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