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Managing Sent Invites
Managing Sent Invites
Once Sent see how to manage your Invites
14 articles in this collection
Written by
Matt Kitch
and
David Hutcheson
Export your invite information
Get an overview of all of your invites by exporting them in spreadsheet format.
Written by
David Hutcheson
Updated this week
Add a Contact to an Existing Invite
See how to add a Contact to an Invite after it's already been sent off.
Written by
Matt Kitch
Updated over a week ago
WATCH ▶: Review and Edit Bulk/Scheduled/Recurring Invites
This guide shows how you can Review your Bulk/Scheduled/Recurring Invites, and make any necessary changes to any of these Unsent Invites
Written by
Matt Kitch
Updated over a week ago
Share a Sent Invite with multiple parties
Using the unique invite link another person can be sent an invite to view or upload to.
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.
Written by
Matt Kitch
Updated over a week ago
Process Invites
Monitor your Invites
Make sure you keep on track with your file requests by monitoring their activity.
Written by
David Hutcheson
Updated over a week ago
Sent Invites Overview Page
Get to know the Invites Overview Page where you can get a snapshot of the progress and overview of an Invite you've sent out.
Written by
Matt Kitch
Updated over a week ago
Approve & Reject Requests of an Invite
How to go through an Invite and Approve or Reject Requests that have been worked on.
Written by
Matt Kitch
Updated over a week ago
Message your Clients through an Invite
How to interact with your clients within an Invite to keep your related messages together
Written by
Matt Kitch
Updated over a week ago
Check the History of an Invite and Compliance
See how to solve the compliance issue of tracking the life cycle of documents through the FileInvite History feature on all Invites
Written by
Matt Kitch
Updated over a week ago
Send an Invite Reminder/Resend an Invite
Chase up a client with an immediate reminder message or use the steps to Resend an Invite to somebody who's missed it.
Written by
Matt Kitch
Updated over a week ago
Modify Invites
Reopen a Closed Invite
How to reopen an Invite once it has been closed by the client or another user.
Written by
Matt Kitch
Updated over a week ago
Add Requests to an existing Invite
Ask clients for more documents for an existing invite by adding more requests
Written by
Matt Kitch
Updated over a week ago
Update the Due Date & Reminders
How to change the due date to give clients more time to fill in requests.
Written by
Matt Kitch
Updated over a week ago