1. Login to https://flowinc.app/login
2. Navigate to the Fund you wish to perform this action for.
3. Select the 'Investors' tab.
4. Click on an investor in the Investors Table to bring up the slide-out.
5. In the slide-out that appears, select "Tasks".
6. From here you'll see all the tasks that have been assigned to that investor. Additionally, you'll see a button titled "New Signature / Data Request" which you can select if you are creating a brand new request.
7. Select the forms you want to send to this investor.
8. If the form you have selected requires a counter-signer, select it from the list that will appear.
9. You can send the investor a customized message for this request using the optional messaging component. Once complete, click "Add Form(s)" to send the request.
10. Once you've sent the request you will see that you have a new request.
11. If you'd like to add a form to an existing request, expand an existing request that is either "In Progress" or "Not Started".
(Note that you cannot add an additional form to a request that has been completed)
12. When clicking the "Add Additional Form" button, you will get a similar modal to select a form.
