Open the board on which you want someone to shortlist files.
Click on the ‘Request Shortlist’ button.
Enter the Username (or) email ID of the person who will be Shortlisting.
You must add at least one Approver to the list.
Add a custom message and click on send. The selected users would be notified of the actions they need to carry out.
The Board status would change to Waiting for Shortlisting. You will not be able to perform any action till shortlisting is complete.
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