Creating Invites

See how to Create Invites in various ways

Matt Kitch avatar Nora Olano avatar Ley Cangco avatar +1
13 articles in this collection
Written by Matt Kitch, Nora Olano, Ley Cangco 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.
Nigil Joseph avatar
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
Nora Olano avatar
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.
Nora Olano avatar
Written by Nora Olano
Updated this week

Add an e-signature request to your Invite

Request names, dates and e-signatures directly in your documents
Nora Olano avatar
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
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Create & Send your client an invite

How to create, review and send a new invite to your client.
Ley Cangco avatar
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!
Matt Kitch avatar
Written by Matt Kitch
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
Matt Kitch avatar
Written by Matt Kitch
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.
Nora Olano avatar
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
Matt Kitch avatar
Written by Matt Kitch
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.
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago