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this feature offers an easier way to track requests and line items users can upload an excel spreadsheet match categories and fields and keep clients notified and informed through the share file system getting started with requests lists is easy first navigate to a clients folder and access the create new button in the upper right and select request list a new browser tab will open automatically next name your request list if for some reason you need to alter your folder destination you can do so here you may select the client user on your account that you wish to grant access to all requests this is an optional field that allows you to assign a client as a delegated admin that can review the entire request list whether they were assigned tasks or not this user can also delegate tasks to other assignees assignees do not have to be users on your sharefile account click create requests list when youre all set you may now import your existing excel pvc list or create individual requests