How can I request information from my partners?
Simon
Last Update één jaar geleden
Getting information from your partners is often very tedious and time consuming. An integral part of the Seedtrace app is to request this information from partners in an easy way. The only precondition is that the partners have already been invited to the Seedtrace platform.

There are several ways to make a request. For example, if you are creating an impact claim, you can request a supporting document directly. However, the easiest way is from the partner's request page.
To do this, click on partner in the left-hand menu to open the partner library and select the partner to whom you would like to send a request. In the submenu, click on the sub-item ‘Partner requests’.
Here you can see all the requests you have sent to your partner and their current status. To add a request, click the "Add request" button.

In the dialogue box that opens, you can enter the title of your request and add a description. You will also need to enter the type of request. There are currently two types of request available. One is a document request, where you ask for a document in pdf format (e.g. a certificate), and the other is a chain request. This is where you ask your partner to map their component chain and share it with you. Submit the request by clicking the 'Submit Request' button.

Your partner will now receive an email asking them to send you the requested information. You can view the current status of your document at any time in the "Partner requests" section. You can also edit or delete your request from the request overview. If your partner declines the request, you can respond by adjusting your request.


If your partner sends the requested information, you can review it and either decline and adjust the request again or accept it.
