- Login to your portal, select either, Dashboard, Connections or Notifications.
- At the top of your screen there is a search bar, where you can search by email, phone or customer name to find the company or person.
- The email and phone number are an exact match.
- The customer name provides similar matches.
- If they have set up an account on the app then you will see the option to Connect. Choose the reason for connecting and select Request Access.
- If they have not set up an account on the app then you will see an option to Invite.
- The company or person will receive a notification in app to provide the documents requested.
- If they have not set up an account on the app then they will receive an email inviting them to download the app and set up an account.
- From there they will receive the notification in app to provide the documents requested.
Note: If you are on a free account and would like to avail of this feature, please leave your details here and we will get straight back to you.