Invites

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
• Add Tax File Number (TFN) Redaction to your invite

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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