> For the complete documentation index, see [llms.txt](https://finspectors.gitbook.io/finspectors-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://finspectors.gitbook.io/finspectors-documentation/audit-modules-auditor-view/requests.md). # Requests The Requests module helps audit teams securely collect information, documents and responses from clients in a structured manner. Instead of managing evidence through long email chains, auditors can create organized request checklists and track responses directly within the engagement. This section helps auditors: * Create and manage client request lists * Share requests with external collaborators * Track request progress and approvals * Review uploaded documents and responses * Maintain an organized audit evidence trail The Requests workflow includes: * **Creating a checklist** * **Sharing a checklist** * **Approving a checklist** *** ### **Creating a Checklist** Auditors can create request checklists manually or using predefined templates. A checklist may include: * Document upload requests * Short answer questions * Multiple choice questions * Grouped sections and tasks Auditors can also: * Assign due dates * Organize requests by audit area * Reuse templates across engagements * Customize requests for each client This ensures information requests remain standardized and easy to track. *** ### **Sharing a Checklist** Once the checklist is ready, auditors can share it with external collaborators through a secure request portal. External users can: * Upload requested documents * Respond to questions * Track pending requests * Submit completed responses Auditors can monitor: * Submission status * Pending items * Updated responses * Approval status This creates a centralized workflow for managing client communication and evidence collection. *** ### **Approving a Checklist** After responses are submitted, auditors can review and approve each request item directly within the platform. Auditors can: * Open submitted responses * Review uploaded evidence * Approve or reject submissions * Request revisions if needed * Maintain a review trail for audit documentation Approval workflows help ensure evidence completeness and reviewer oversight before execution begins. *** ### **Why the Requests Module Matters** The Requests module improves coordination between audit teams and clients by replacing fragmented communication with a structured workflow. Benefits include: * Centralized evidence collection * Faster client communication * Improved tracking and accountability * Better review visibility * Reduced follow-up effort * Clear audit evidence history The Requests section acts as the starting point for collecting the information required throughout the audit lifecycle.