What can I do if the client's user invitation expires before they can accept it?

If a client hasn't accepted their user invitation by the expiration date, you can easily resend it. Here's how:

1. Navigate to the Matter: In the Matters section, locate and open the matter associated with the unaccepted invitation.

   Open Client Users Tab: Locate the "Client Users" tab .

   Resend or Delete Invitation: Click "Manage Client Users" to view a list of invited users.

   Find the relevant user and use the "Actions" dropdown menu. Choose either:

   • Resend Invitation Email: This will send a fresh invitation to the client's email address.
   • Delete Invitation: This option removes the expired invitation and allows you to immediately send a new one.

Frequently Asked Questions

What is the difference between resending and deleting the invitation?

Resend Invitation Email sends a fresh invitation to the same email address. Delete Invitation removes the expired invitation so you can immediately send a new one, for example to a corrected email address.

Where do I find the expired invitation?

Open the matter, go to the Client Users tab, and click Manage Client Users. Use the Actions dropdown next to the invited user.