Create and send a Document Request
create_requestCreates a document request and emails the client a secure upload link in one step, so professionals can collect files by a deadline.
Instructions
Call this when the Professional wants to ask a Client for documents: it creates the Document Request and emails the Client in one step, and that email cannot be recalled. Before calling, show the Professional the recipient email, the deadline, each document as the Client will read it, and the message if there is one, then call only once they have confirmed, even when the request already looks complete. 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. |