After your client activated their account on DataShare, you can send a request to upload their data.
To do so, go to Admin > Engagements, or Manage Engagements from your Dashboard.
Click the ellipses button beside the engagement you are requesting data for
And select Request Data Upload.
Data Request Communication
When you are requesting Data Upload, your customers will receive an email notification. The templates for this messaging are :
- Engagement Request Data Upload Email: Body
- Engagement Request Data Upload Email: Subject