How to invite a party to collaborate in the pre-consultation request

This tutorial outlines how to invite a party to collaborate in the pre-consultation request.

In the Application Workspace, scroll down to the Parties to the Application block.

Click Add or Invite Party.
The invitation form opens.

Fill in:
  • Email address of the invitee
  • Select a role from the drop-down menu. The number of roles is not limited.
  • Give additional permissions, if applicable.
  • Enter a note to the invitee (optional).


Click Send Invite.

The invitation has been sent.

The status on the card remains Pending until the recipient has accepted the invitation. Then, it changes to Confirmed status.
The invitees receive an invitation into the email inbox and accept it.

After accepting it, they redirect to the application workspace and can now start collaborating on the application.

The status of the invitee´s card in the Parties to the Application block has changed to Confirmed.  

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