Sending an Invite Follow-Up - Fileinvite for Lending Help

Do you need to request additional documents from a client after you've already sent an invite? Follow this guide to learn how to accomplish that.

If you require additional documents from a client after already sending an invite, there's no need to issue a new one. Instead, you can use the invite follow-up feature, which lets you add more requests to the existing invite, enabling the client to provide additional documentation through it.

 

To get started, click the Invite Management button to display the Invite list, select the invite you'd like to send follow-up requests, then click Invite Actions, and select Create Follow-Up from there. Screenshot 2024-12-31 144351

 

You'll be prompted to add a name to the Invite Follow-Up, and below you'll see the option to add more requests from a template, or add a new request from scratch. Hit Send Follow-Up once you are happy with your selections. Screenshot 2024-12-31 144629

 

All done! your client will be prompted to access the invite again, and complete the new request(s) you've sent at the Invite Follow-Up.

Screenshot 2024-12-31 144735