Sending Requests at a Later Time
Use the following procedure to send requests that you created previously, but chose not to send immediately.
- If you are not already on a Requests page, click , and then select Requests.
- Open the Ready to Send status page by doing either of the following:
- On the Requests dashboard, click either the status name or status wedge in the Request Status section.
- From a different status page, select the status from the Request Status filter at the top of the page.
- Do one or both of the following as needed to narrow the list of requests to select from:
- Click above the grid and select a filter set. You can also create a new filter set.
- Enter all or part of the client name in the search box above the grid.
- Select the check box in the header row to select all the requests, or select the check boxes for individual requests you want to send.
- Click Send.