You tried to generate a link without choosing any request steps. Select one or more checkboxes in the Compliance, Documents, or Payouts sections, then click Next again.
Request info from a user
Dashboard Users can request missing information from a specific user by opening the Request Info from User action on the Users table or the individual user profile page. The action opens a two-step modal where you choose what the user must complete, generate a request link, and optionally send it by email or text message.
Who can use this action
The Users page is guarded by route-level access control. Only team members whose role can view the Users section will see the page and the action. If the action is not visible, check your role in Advanced → Team Management or contact your workspace admin. For details on role permissions, see Team Roles and Dashboard Access.
Open the request modal
You can start the flow from two places in the Dots Dashboard:
On the Users table, open the user’s action menu and choose Request Info from User.
On the individual user profile page, click the Request Info from User action in the header.
The modal title reads Request info from {userDisplayName}, where {userDisplayName} is the user’s name, or this user if no name is available.
Select the request steps
The first step of the modal is a request builder. Choose one or more items the user must complete. The options are grouped into three sections:
Compliance
Tax forms (W-9 / 1099) — Request tax compliance forms.
Verify identity — Request identity verification.
Background check — Request a background check.
Documents
Sign a document — Request a document signature.
Payouts
Add payout method — Request that the user add a payout method.
After you choose at least one step, click Next to generate the request link.
Choose a document template
If you select Sign a document, the modal shows a Document template selector. You must choose a template before you can proceed. If no template is selected, the submission is blocked with the message Please select a document template.
Generate the request link
Click Next to generate the request link. If no steps are selected, the modal blocks submission with the message Please select at least one step. Once the link is created, the modal switches to the delivery phase and the title changes to Send to {userDisplayName}.
Deliver the request
In the delivery phase, the Deliver via section offers two checkboxes:
Email — {email} when the user has an email address on file, otherwise Email.
Text message — {phone} when the user has a normalized phone number on file, otherwise Text message.
Select one or both delivery methods. A Copy link button lets you copy the request link to send through another channel. When at least one delivery option is selected, the primary action becomes Send & Close. If no delivery option is selected, the action reads Close and you can copy the link manually.
Common blockers
Modal says “Please select at least one step”
Modal says “Please select a document template”
You selected Sign a document but did not choose a template from the Document template dropdown. Choose a template, then click Next again.
Related articles
Was this helpful?
Was this helpful?