The Invites page is your landing page when you first log in to your account. See below for more details on how to take advantage of this tool.
Below the large boxes along the top is your list of active Invites. By default, these are listed starting with the latest date, but you can click the Newest Invites First box to sort for Oldest Invites First instead. Additionally, you can Search by invite name, or click the Filters button to filter invites by sender and/or Contact. Each Invite also has an Invite Actions button, which will display the invite management options.
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Clicking Invite Actions will display the invite management options.
The options to Download Files and Collate Files become available after your client has uploaded files to the invite.
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Invites here can have the following status: Sent, Awaiting Review, or Completed
- Once you click on an invite Awaiting Review, you'll be able to navigate to each request and approve or request revision of the files your client has uploaded by checking the box next to the file, and then clicking Accept or Request Review.
If you've set up a Cloud Sync integration, the files will be automatically uploaded after you've hit Accept for each one of them.
Clicking the Invites icon to the left will display the menu to navigate between Manage Invites, Draft Invites, Archived Invites, and the invite's Collection History.