Advice and answers from the Docketwise Team
Inviting Contacts to Smart Forms
Invite your contacts to a secure portal where they can complete their forms by answering simple questions
You can keep track of your invites from the Invites column on your Forms tab. For each form, you will see the number of contacts invited. When you click on that number, you will also see which contacts have been invited and the status of each invitation. The different statuses include:
- Sent: The invitation has been sent via email to your client.
- Email Bounced: The invitation was not successfully delivered to your client, generally because of an incorrect email address or full inbox.
- Accepted: Your client has clicked on the invitation and accessed your form.
- Returned for Review: Your client has completed the form and submitted it to you for review.
After you send an invite, your contact will receive an email inviting them to a secure portal where they will be able to access the entire form as a beautifully streamlined questionnaire. The email will come from you and will reply to your email address.
Updated: 8 months
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