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.|
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 invitee receives an invitation into the email inbox.|
|After accepting the invitation in the Tasks and Requests section in the Cloudpermit dashboard, the invitee redirects to the respective application workspace and can now start collaborating on the application.|