In this guide, we'll show you how to set up a request so multiple Contacts can work on an Invite.

Note: When adding Requests to an Invite with Multiple Parties you can control:

  • Who is assigned a Request 

  • Whether each person needs to complete a request or whether it can be done by a single party

  • Whether everyone can see the information submitted to a request

Note: Each party will receive their own Client Portal to access and complete the Invite and can only work on Requests assigned to them.

See our other guide:

  • Sending an already Sent Invite to other Parties here

In this guide:

  • Setting up an Invite for Multiple Contacts

In the FileInvite app, click Create New Invite

  • Select Send as Me to send the invite as yourself

  • Select Send as Another User to send the invite on behalf of another one of your team

Choosing to Create Blank Invite will take you to the setup screen

Note: See how to send an invite using a template here

Start by choosing Send as Me or Send as {Another user}, and choose Create Blank Invite option. This will take you to the invite setup screen. This is where you can add basic information about the invite, like the subject and a description or message to your clients to identify what the invite is about.

  • Add a subject line to your invite

  • Set a due date for your invite note: The due date must be at least one day later than the creation date.

  • Add a message to accompany your Invite

The next screen would be to add contacts. You could either search through your contacts lists or create a new contact which gets added to the invite and also to your contacts list.

Note: You can add up to 15 contacts in one invite

You can also find additional options over the top which let you configure additional settings like:

  • Cloud storage sync

    You can sync your cloud storage here to automatically backup any documents

  • Reminders

    Set how often your client gets reminder notifications about the invite

  • Password protected

    For added security, enabling this option lets your client set a password to log in to the portal, and would have to use that password to access the portal from then on.

  • Reference ID

    Reference number for the invite for additional documentation

  • Display user override

    This option would override the invite owner and let you choose who would appear as the sender of the invite to your clients.

  • Notification user override

    This option would override the invite owner and let you choose who would get notified of any invite activities

Note: Each Users account will be connected to a different Cloud Drive, so when integrating Cloud Platforms ensure each User has the Drive Setup and Connected.

Note: You must have at least one contact assigned to an Invite to be able to add requests

Click the Edit Pencil to edit the Request - who the request should be assigned to, who needs to action the request, as well as who can see the information submitted to a request and add any extra attachments or add signatures with our native signature integration

Add as many Requests with live forms as you like and assign contacts to the requests

Tip: Reorganise requests by clicking the far left tab of the Request and dragging it around

Tip: Review requests by contact by selecting the relevant Contacts Name from the Requests Assignment Tabs

Review your FileInvite

Once you have all the information and requests set for the invite, you may review the invite and send it.

You can now relax and wait for your clients to start working on the invite.

You can review and monitor the Invites progress by clicking Review your Invite

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