Invites
- Creating a New Blank Invite
- Messaging in the Client Portal
- Creating an Invite from a Template
- Sending an Invite Follow-Up
- Download an Original Copy of an Uploaded File
- Download All Uploaded Files as a ZIP
- Invite Roles: Point of Contact, Assignee & Watchers
- Creating LiveForms
- Accessing and Reviewing Uploaded Documents
- Viewing Password-Protected PDFs