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Document request generator

Prepare a request email to copy, print, or download as text.

What it is and why it helps

Prepare a consistent email subject and body for a document request to send through your own email service.

How to use it

  1. Choose request type and company, plus optional contact, project, deadline, and expiration.
  2. Select document names or add custom items.
  3. Choose tone and additional instructions.
  4. Generate Request, then copy subject, email, or both; download text or print if preferred.

Sending the result

The generator does not send email or create a private upload link. Review and send in your own email app.

For a tracked request with a SubCada upload link, use the document action on a company record. Generated text is not saved as a workspace request.

Put this into practice

Open this feature