This guide shows how to merge a Template with an Invite to add predefined Requests.
If you're having trouble with Templates, be sure to check out our Template Troubleshooting Guide for step-by-step solutions and helpful tips.
In this guide you will learn how to put your Templates to use, saving you time creating Invites.
This guide demonstrates how to add Requests from a Template into an Invite WITHOUT setting the Subject, Message, Cloud Sync options or Reminders Timings. Requests are added in addition to any requests already in the Invite.
See our other guide:
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Create an Invite using a Template also setting the Invites - Subject, Message, Cloud Sync options, Reminders Timings and Requests here
In this guide:
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Add Requests from a Template WITHOUT replacing the; Subject, Message, Cloud Sync options, Reminders Timings and Requests
1. Click Create New Invite found at the top of any page within the FileInvite app
Tip: For Multi-User account Admins/Masters an invite can be created as any User, simply hover over Create New Invite to choose a User to create the Invite as.
You'll be taken to the Create Invite section of the app, where you fill in the required details of the Invite as per below.
2. Add/Remove Contacts from the Invite.
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Enter the Contacts name in the Search Contacts field to add an existing contact to the Invite.
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If the contact does not already exist they can be created by selecting Create New Contact
Tip: Enter an SMS number to have SMS Reminders sent to your Contact (At this stage only the Primary Contact receives SMS Messages)👓 Checkout our Guide on setting what messages are received by your clients here
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Remove Contacts by clicking the x next to their name in the listing of contacts below this field.
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You can add multiple parties to the Invite, each will receive their own portal to interact with.
3. Choose a Due Date
4. Enter the Title and Message you'd like to send with the Invite
5. Click Additional Settings to bring up options for Cloud Integration and Reminder Alerts
Now the fun stuff, let's load in Requests from our Template
Note: If the Requests aren't showing in the Invite ensure you have at least one contact loaded into the Invite
6. Select Load Template near the top of the Invite
7. Select from the Mine or Shared Templates. Add the Templates you would like to Merge.
Tip: Merge multiple sets of Requests by selecting multiple Templates
8. Choose Merge with Invite
9. If you have more Requests than just the ones in your Templates use the quick add function of entering a Title into a new Request field, and then editing to add more details and attachments.
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You can Upload a document and set it to Read Only if you need to send documents through as part of a Request.
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👓 See our guide on how to Upload a file and Request an e-Signature here
10. Click the Edit Pencil ✎ to edit a 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 to add signatures with our native signature integration
Tip: Optionally select the 'Edit Pencil' ✎ next to the Contacts assigned to the Invite to quickly control who has access to the Request
11. Optionally Add and Request signatures on an uploaded document by clicking the Signature Button. See our detailed guide on adding signatures to a document here
- Reorganise requests by clicking the far left tab of the Request and dragging it around
- Review requests by contact by selecting the relevant Contacts Name from the Requests Assignment Tabs
12. Click Next: REVIEW and proceed through the review steps and send the Invite off
🎉As simple as that! Smash out those Invites and get onto the important stuff 🎉