This article will explain what are the additional settings available for you in an invite and how to use them.
When creating a new blank Invite, or an Invite from a template, there is a link at the top for Additional Settings. Clicking this link opens a flyout window where these settings can be adjusted.
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The Additional Settings are also displayed at the bottom of the new Invite, just above the Send Invite button. These settings have an Edit icon, which also opens the flyout.
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The Additional Settings flyout opens to the right, and can be closed by clicking the X icon. If you make any changes, click Save Settings.
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Cloud Storage Sync: If you want backups for your documents, choose one of the cloud storage options such as Google Drive or Dropbox.
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Almost Due Reminder: Choose when the client will be notified that their documents are due. By default, reminders are sent out 1 day before the due date. Reminders can be sent via email and/or SMS, and the default setting comes from the Preferences.
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Overdue Reminder: Choose the frequency by which the client will be notified that their documents are past due. Like with Almost Due Reminders, these reminders can be sent via email and/or SMS.
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Password Protected: Enabling this option provides an extra layer of security, by enabling clients to set a password to access their Client Portal.
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Reference ID: For bookkeeping purposes, you can assign a reference number for the Invite.
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Display User Override: Choose the user who will be listed as the Invite sender instead of you.
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Notification User Override: Choose the user who will be notified of Invite activity instead of you.