Create and send a Document Request
create_requestCreate a document request and send the email to your client in one step, with deadline and document list. Ensures every request is sent immediately, avoiding unsent drafts.
Instructions
Call this when the Professional wants to ask a Client for documents: it creates the Document Request and sends the email in one step, so nothing is left created but unsent. Provide the Client email, a deadline, and the list of documents wanted, plus an optional title and a message written by the Professional. The email goes to the recipient given here and to nobody else, and the Client uploads through the secure link it contains. If the email fails after creation, the error names the created request so it can be sent from the dashboard.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | No | Title of the request, as the Professional names the file. | |
| message | No | A message from the Professional to the Client, included in the email. | |
| deadline | Yes | When the documents are due. A date (YYYY-MM-DD) or an ISO 8601 datetime. | |
| documents | Yes | The checklist the Client must fill. | |
| recipient_name | No | How the Client is addressed in the email. | |
| recipient_email | Yes | The Client who must upload the documents. The only address the email will go to. |