To use our client onboarding template, or any of our request templates please follow these instructions.
Navigate to https://my.sydnee.app/requests and click "New Request" if you do not see the title "Start a Request"
Click any of the templates and then select "Use This Template", otherwise select "Start Fresh"
Enter the name of the request, a description, choose an account, then select who should be responsible for this request. Hit "Create" to move to the next step.
Please note - if you do not have any accounts with at least one external user added, you can not create a request
Edit the request or if you are happy with it, hit next at the top right when the form is configured
Preview the form and make sure it looks good. If you want to pre-fill any fields this is the place to do it. Hit next when ready
If you hit "Save" on a field but did not mean to, click "Clear Answer" at the bottom right to erase the answer
Finalize the form by choosing:
To publish immediately, or schedule the request
Send an email to assignee when published
Set a due date
Set any reminders