Accessing the Invites Overview Page
Navigate to Invites > Manage Invites from the sidebar to access the Invites Overview page.
Understanding the Invites List
The Invites list displays key information for each Invite:
- Invite Name – Your internal identifier for the Invite
- Contacts – Full names of contacts displayed inline (first and last names visible without hovering)
- Status – Current state of the Invite (Draft, Sent, Progressing, Scheduled, Closed, etc.)
- Due Date – When documents are expected
- Progress – Visual indicator of completion status
Note: When an Invite has multiple contacts and space is limited, names truncate gracefully with a tooltip showing the full list when you hover.
Searching for Invites
Use the search bar at the top of the page to find Invites quickly. You can search by:
- Invite reference – The unique identifier for the Invite
- Contact full name – e.g., "John Smith"
- Contact first name – e.g., "John"
- Contact last name – e.g., "Smith"
- Contact email address – e.g., "john@example.com"
Simply type your search term and press Enter to see matching results.
Filtering Invites
Click the Filters dropdown to narrow your Invite list by:
- Status – Draft, Sent, Progressing, Scheduled, Closed, etc.
- Due Date – Filter by date range
- Team – Filter by assigned team
- Contact List – View all Invites sent to a specific Contact List
- Assignee – Filter by assigned team member
To remove a filter, click the x icon next to it.
Invite Actions
Click on any Invite to open the Invite Overview, where you can:
- View detailed status and progress
- Access uploaded documents
- Send messages to contacts
- Approve or reject submitted documents
- View activity history
- Edit Invite settings