How to invite parties to your pre-consultation request

This tutorial outlines how to invite parties to your pre-consultation request.

Go to the "Parties to the application" section in your application workspace.

Click "Add or invite party."
In the invitation form:
  • Type the invitee's email address.
  • Select a role(s) for your invitee from the drop-down menu. The number of the roles is not limited.
  • Give your party additional permissions.
  • Type a message to your invitee (optional).


Click "Send invite."

Your invitation is now sent to the recipient.

The status of the invitation is "Pending" until the recipient has accepted the invitation. After that, the status changes to "Confirmed." 

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