How to invite a client?
- Let the client start the matter from the standard link
- Create the matter and then send the client an invite
1. Start from the standard link
The standard link approach makes possible to just put the standard link (for a particular questionnaire) in your email template / automation flows - and the client can click through from there, create an account and start filling the questionnaire.
Access a questionnaire that has been started
The client can click the link again to get into their account - if they are no longer logged in they can choose "sign in", or if they are still logged in the system will prompt them and lets them re-open their questionnaire:
(Alternatively you can just open the link in an incognito window)
2. Create the matter and invite the client to it
You may want to create the matter yourself, fill in some of the information on the client that you already have, and then invite the client to follow.
To do so you first create a matter from the 'matters' screen:
Once created, you'll be redirected to the matter detail screen. From here you can open the questionnaire with the blue button in the top right, and when you're ready you can send the client an invite from the 'Users' tab.
The client will receive the invitation via email:
Once they open the link - they'll get to the following screen to set their password:
Once they set their password they get redirected to their questionnaire and can start answering questions.