You've sent out an Invite, but how exactly will your client see this? In this guide we'll show you through the process your client will go through when receiving an Invite.
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When you send a FileInvite
Your client will receive an email prompting them to start the process via the Click to Get Started link
Clicking the link, your client will be taken to the Client Portal
Here they can see which files are required of them
They can also chat with you through the Messages feature.
This is a great way to clarify what information is needed without sending emails back and forth.
Once they have uploaded all the required information, they will click I'm Finished to send these documents to you and end their session
They will receive confirmation that their requests have been submitted
🎉 Now you understand how your Client will see what you send, making it easy to adapt your Invites! 🎉
😓 Not too sure about any of this, let us clear things up in the chat bubble 😎