(NOTE: This is how you allow your third Parties to view created Request(s) and their associated Requirements, as well as upload relevant documentation)
Step-by-Step Instructions:
Individual Email Send
Go to the Parties screen and locate the third party.
Click Send Email from either:
The action column next to the party name, or
The top right of the party profile.
In the pop-up:
Enable reminders (optional).
Customize the message or select a different email template.
Add attachments and set due dates, if needed.
Click Confirm and Send.
Bulk Email Send
On the Parties screen, select multiple parties (checkboxes).
Click Send Emails.
If sending to more than 5 parties:
You’ll see a summary view instead of full previews.
The system will notify you of any missing email addresses.
Select your email template.
Note: You can’t customize messaging or enable reminders in bulk mode—do that afterward.
Click Send, then turn on reminders separately if desired.
💡 Tips:
Use “Skip fully compliant parties” to avoid unnecessary sends.
When testing or training, try sending individually before launching in bulk.
Think about pacing—sending in batches can help avoid overwhelming your team with incoming documents.