Has someone clicked Close on an Invite whilst it's still incomplete? Not to worry, it's simple to reopen an Invite to continue document collection. This guide will show you how.

  • Send a Reminder/Resend an Invite here

  • Update the Due Date and Reminders settings here

In this guide:

  • Reopen a closed Invite to continue collecting documents

1. Open up the Invite you'd like to access from the Dashboard or Invites page, by selecting the Invite Subject or the Magnifying Glass under Actions

2. Click Reopen Invite

3. The Invite will reload and be active once more.

4. Optionally follow our other guide here on how to resend the Invite with a reminder to your client

πŸŽ‰Phew, now you can easily follow up that Closed Invite! πŸŽ‰

πŸ˜“It didn't work? Well we'd better get onto that for you, jump in the chat bubble to find us! 😎

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