How to request someone to shortlist files on a board?

Follow these simple steps to send a request:

1. Steps to request a shortlist:

• Navigate to the board and create a new “Shortlist Board”.
• Now upload the file that you want to send for shortlisting
• Click on the “Request Shortlist” button.

• Type in the username and email id of the person who will be shortlisting.
• You must add at least one Approver to the list.
• Add a custom note if needed and click on “send”.
• Once sent, the selected user will receive a notification with instructions.

2. What’s next?

• The board’s status will update to “Shortlist Requested”.
• You won’t be able to make any changes until the shortlisting is complete.