{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/532d631aa40b4e75a42696bea465ee18\" frameborder=\"0\" width=\"1728\" height=\"1296\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1296,"width":1728,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1296,"thumbnail_width":1728,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/532d631aa40b4e75a42696bea465ee18-94a78a8481e42507.gif","duration":185.207311,"title":"How to Request Documents in Effi","description":"This Loom walks through how to request documents from clients using the requesting documents feature in FV. It explains going to a specific lead, opening the document section, clicking New Document Request, choosing a document template, selecting a valor bar, and customizing the request, including adding or removing documents as needed. The creator instructs you to create a draft, review it, and then send it when ready. It also covers an option to publish the request without notifying the client so it can be prepared in advance, then sent later from recent request via a pop-up."}