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Invites

Invites

Add Tax File Number (TFN) Redaction to your invite

Creating Invites and Requests

What are Invites and Requests

Creating a New Blank Invite

Creating an Invite from a Template

Sending an Invite from a Team Member

Additional Settings for Invites

Create and Send out Invites in Bulk

Creating a Scheduled or Recurring Invite

Create and Send an Invite as another User

Add an e-signature to a document

Creating a Request

Creating Fillable (Live) Forms

Setting up Links in Requests

Duplicate an Invite

Delete Requests in Bulk

Create and Send an Invite to Multiple Parties

Troubleshooting Issues with Invites

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Managing Invites

Viewing Invite History

Exporting Invite Data

Invites List

Invite Overview

Managing Scheduled Invites

Sending an Existing Invite to a New Contact

Modifying a Sent Invite

Copying or Deleting an Invite

Closing and Reopening an Invite

Resending an Invite

Transferring an Invite to Another User

Messaging Contacts about an Invite

How to Change the Client Facing User of an Invite

How to Change the Notification Receiving User of an Invite

Send an Invite Reminder/Resend an Invite

Update the Due Date & Reminders

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Managing Returned Documents

Approving or Rejecting Request Documents

Tracking Request Status

Accessing a Contact's Client Portal

Downloading Returned Documents and Messages

Download all Files from an Invite into a single, collated, PDF file.

Download a PDF copy of an Uploaded File

Download an Original Copy of an Uploaded File

Delete Uploaded Files

Download all Uploaded Files as a ZIP

Troubleshooting Issues Downloading or Collating Files

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Live Forms

Reverting a Live Form

Request e-signatures from multiple parties

Flatten a Fillable or Encrypted Document to prepare as a Live Form

Creating a Live Form

Troubleshooting Issues with Liveforms

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