You've sent out an Invite, but how exactly will your client see this? In this guide we'll show you through the process your client will go through when receiving an Invite.

See our other guides:

Responding to FileInvites

When you send a FileInvite

Your client will receive an email prompting them to start the process via the Click to Get Started link

Learn how to edit email messages here


Clicking the link, your client will be taken to the Client Portal


Here they can see which files are required of themΒ 


They can also chat with you through the Messages feature.
This is a great way to clarify what information is needed without sending emails back and forth.

Once they have uploaded all the required information, they will click I'm Finished to send these documents to you and end their session


They will receive confirmation that their requests have been submitted

πŸŽ‰ Now you understand how your Client will see what you send, making it easy to adapt your Invites! πŸŽ‰

πŸ˜“ Not too sure about any of this, let us clear things up in the chat bubble 😎

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