Creating Invites

See how to Create Invites in various ways

David Hutcheson avatar Matt Kitch avatar
11 articles in this collection
Written by David Hutcheson and Matt Kitch

Password protect your client portal

Add password protection to your client portals for an extra layer of security in the file collection process.
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Written by David Hutcheson
Updated over a week ago

Request e-signatures from multiple parties

Add e-signature fields to a document when you require multiple parties to sign.
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Written by David Hutcheson
Updated over a week ago

Add an e-signature request to your Invite

Request names, dates and e-signatures directly in your documents
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Written by David Hutcheson
Updated over a week ago

Create & Send your client an invite

How to create, review and send a new invite to your client.
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Written by David Hutcheson
Updated over a week ago

Create & Send an Invite as another User

Send and Invite as another User without switching accounts!
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Written by Matt Kitch
Updated over a week ago

Create an Invite using a Template

This guide shows how to create an Invite using a Template to fill out the main fields of the Invite as well as Requests
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Written by Matt Kitch
Updated over a week ago

Create an Invite and Merge Requests from a Template

This guide shows how to merge a Template with an Invite to add predefined Requests.
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Written by Matt Kitch
Updated over a week ago

Create & Send an Invite to Multiple Parties

How to have Multiple Parties on a single Invite
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Written by Matt Kitch
Updated over a week ago

Duplicate an Invite

How to create an exact copy of an existing invite so that you can quickly resend repeating invites.
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Written by Matt Kitch
Updated over a week ago