Creating Invites

See how to Create Invites in various ways

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13 articles in this collection
Written by Nora Olano, Ley Cangco, Nigil Joseph and 1 other

How to Create an Invite

This guide will show you how to create and send off an Invite. An Invite allows you to bundle Requests for documents from your contacts.

Written by Nigil Joseph
Updated over a week ago

Setting up Links in Requests

How to setup active, clickable links in a Requests description to link to external sites

Written by Nora Olano
Updated over a week ago

Password protect your client portal

Add password protection to your client portals for an extra layer of security in the file collection process.

Written by Nora Olano
Updated over a week ago

Add an e-signature request to your Invite

Request names, dates and e-signatures directly in your documents

Written by Nora Olano
Updated over a week ago

Delete Requests in Bulk

How to delete multiple Requests in an Invite or Template in one go

Written by Michael Chang
Updated over a week ago

Create & Send your client an invite

How to create, review and send a new invite to your client.

Written by Ley Cangco
Updated over a week ago

Create & Send an Invite as another User

Send an Invite as another User without switching accounts!

Written by Michael Chang
Updated over a week ago

Create an Invite using a Template

This guide shows how to create an Invite using a Template to fill out the main fields of the Invite as well as Requests

Written by Michael Chang
Updated over a week ago

Create an Invite and Merge Requests from a Template

This guide shows how to merge a Template with an Invite to add predefined Requests.

Written by Nora Olano
Updated over a week ago

Create & Send an Invite to Multiple Parties

How to have Multiple Parties on a single Invite

Written by Michael Chang
Updated over a week ago

Duplicate an Invite

How to create an exact copy of an existing invite so that you can quickly resend repeating invites.

Written by Michael Chang
Updated over a week ago

Bulk/Scheduled/Recurring Invites

Create & Send out Invites in Bulk

This guide shows how you can send out an Invite to multiple parties in one go, with each party receiving their own Invite to complete.

Written by Nora Olano
Updated over a week ago

Create & Schedule Invites for the Future or to be Recurring

This guide shows how you can schedule Invites to be sent out in the future, or on a Recurring basis. This can optionally be done in bulk.

Written by Michael Chang
Updated over a week ago