You want Rhodes to share something, and you'd rather ask from your inbox.
In Rhodes: Settings → Mailbox
With Rhodes in your inbox, any owner or admin can ask Rhodes by email. Write from the address you sign in to Rhodes with, put your organization's Rhodes address on the email (To, Cc or Bcc), and say what you want in your own words, naming Rhodes:
- "Rhodes, send Ashgrove CPA the 2024 K-1 for Tarn Ridge Partners."
- Replying to Marisol Vance at Ashgrove CPA, with Rhodes copied: "I'm adding Rhodes, who will send this over."
If the email goes to your Rhodes address alone, with nobody else on it, you don't need to name Rhodes. Just say what you want.
Rhodes can prepare two things: a share of documents with a provider you've saved in Rhodes, or a share of details about one entity or investment, such as its formation state. It sends neither. Instead it emails you, and only you, an approval card describing the share, usually within a few minutes. Nothing goes out until you approve it.
The people who can open the share are the ones you name in your email or the people you wrote to. If there are none, it's the provider's saved default contact.
If the share includes someone new to that provider, meaning they aren't one of its saved contacts and aren't at the firm's email domain, the card can't be approved by replying. You approve it in Rhodes instead.
If Rhodes can't tell which document or which provider you mean, it emails you one question instead, titled A question about your email to Rhodes. Reply to it with your answer within three days. Rhodes reads your answer together with your first email, so you don't need to name Rhodes again.
When Rhodes couldn't confirm the email came from you
Some email domains don't sign their mail, so Rhodes can't confirm that a message really came from you. Rhodes can still prepare the share, and its card says "Rhodes couldn't confirm this came from you — review it before approving." You can approve that card by replying APPROVE or cancel it with NO, unless the card says it can only be approved in Rhodes. A reply can't change it.
- Rhodes doesn't ask questions about these emails. It emails you About your email to Rhodes instead, and you make the request in Rhodes.
- It sends you at most three cards a day from emails it couldn't confirm. Make any further requests in Rhodes.
- If the email is held in Settings → Mailbox, Rhodes can still act on your request, but the attachments wait there until someone trusts the sender.
When Rhodes doesn't act
- What you wrote doesn't mention Rhodes, and the email wasn't to your Rhodes address alone. The subject line and the quoted part of a thread don't count.
- The email isn't from an owner or admin. A provider who writes "Rhodes, send me the K-1" gets nothing.
- Your email provider's check that the message really came from your address failed.
- Your Rhodes address is paused in Settings → Mailbox.
- Your organization reached its daily limit for email requests. Rhodes may email you Rhodes reached its daily limit for email requests, and owners and admins may get Rhodes paused email requests for today. Make the request in Rhodes. Email requests resume on their own.
Forwarding a document with no instructions
Forward a document to your Rhodes address alone, with nothing written above it, and it's filed as usual. Once it's filed, Rhodes may email you a card offering to share it with one provider's saved default contact. It does this only when it could confirm the forward came from you, and only if you've shared that kind of document with that provider before or the provider's specialty covers it. It never offers this for trust documents, wills, passports, driver's licenses or individual income tax returns. Those go out only when you ask.
If something went wrong
- Rhodes couldn't finish your request: Rhodes couldn't work out what to do with your email. The email links to Rhodes so you can do it there.
- Rhodes couldn't process your email: Rhodes didn't act on anything in it. Send it again, with any attachments.