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Creating Invites
Creating Invites
See how to Create Invites in various ways
+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.
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 this week
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
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.
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
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
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.
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
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.
Written by
Matt Kitch
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
Matt Kitch
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
Matt Kitch
Updated over a week ago