You can now request assistance from external users to answer specific questions, allowing for targeted input on individual queries. This feature enhances collaboration by enabling subject matter experts outside the organization to contribute directly to specific areas where their expertise is needed. Additionally, it allows for targeted collaboration, avoiding unnecessary involvement in unrelated sections.
How can I request data from external users?
Select the question: Identify the specific question you need external input on.
Send a request: Use the “Assign a team member” option and enter the external user’s contact details.
Provide context: Optionally include a brief description or context to clarify the request.
External user submission: The invited user will receive a secure link to provide their response.
Review & Confirm: Once submitted, the response can be reviewed and validated before finalizing the data.
