This article details how to create a new Invite from scratch. You can create a new Invite based on a template. If templates are set up, you can also include template documents in a blank Invite.
To get started, click Create New Invite, which is found at the top right corner of any FileInvite page.
Step 1. Setup your invite
The Invite Name is the name that will be listed in the Subject, and is also the subject of the email your contact(s) will receive. You must also supply a Due Date, by which the documents must be returned, and a Message which will appear inside the email. (Note that the due date must be at least one day later than the date you send the Invite.)
Step 2. Set up your Requests
Editing a request enables you to change the request name, request type, request instructions, and choose the recipients who will receive the request. If you have the form you want the client to complete, you can upload the form here, and make it live so that the client can complete it online.
Under Additional Options, you can choose redaction settings including Redaction.
Step 3. Sending the invite
When the Invite is complete, scroll to the top of the page. If the Invite is ready to send, click Send Invite.
