Requests

If you prefer, you can watch the video walkthrough instead. If not, follow along below.

Use Requests to delegate process work or gather feedback—directly within Fluency.

When to use it:

• Ask someone to record a process you don’t own

• Request a review of a process you’ve documented

How to request:

1. Click Requests from the document view

2. In the modal:

   • Recipients: Select who should record or review

   • Due Date: Set an expected completion date

   • Message (Optional): Add instructions or context

3. Click Create Request
   Recipients will receive in-app and email notifications.

What reviewers see:

• The request appears in their Notifications

• They can take action directly from the notification or document view

• You’ll be notified when the request is completed