About external information requests

When you send a request for external information, the external party receives an email with a button prompting them to complete the forms.

The email follows a set layout, but the colors, logo, and text can be customized for your company with the help of our Client Service team.

When the external party selects the button in the email, they're redirected to a webpage with one section for every form you've requested.

If the link has expired, you've canceled the request, or the external party has already completed the request, the page they're redirected to says, "This request has expired."

To complete a section, they should select it and add their information as prompted.

When they've completed all sections, they can select Finish. When they select it, they'll see a notification that says "Data successfully submitted."