In this article, we’ll take a look at the Invite experience on the client side, and how you can check the status and progress of your Invite requests.
Client Experience
Immediately after sending an Invite to one or more contacts, each contact receives an email. The email subject is the name of the Invite, and you are listed as the email sender.
The email contains an explanatory message from the sender, and has a link at the bottom to get started.
Clicking the link takes the client to their personalized Client Portal. Along the top, the client can see the due date.
Along the left side is the list of each requested document. Clicking a document’s open link displays a list of instructions.
If the document can be filled out online, the instructions will include a Edit Form link. This opens the document online where it can be filled out directly.
For documents completed online, clients can click Save when finished, and they'll see the save confirmation Message at the button. To exit the form view, they can click Close after saving.
The Invite can also include documents that must be uploaded, such as a passport or driver’s license. Instructions are provided for these documents as well, along with an Upload Files link. Any uploaded file can be deleted or downloaded. Clicking Submit completes the upload.
Saved documents are indicated in the documents list so that clients can easily see what documents are pending to be uploaded.
Sender Experience
As the invite Sender, you can review the invite progress from Invites Overview Page.