Filevine's Client Portal: How to Send Bulk Invites
Optimizer Jordan offers a walkthrough of the Client Portal Management Bulk Invites feature. Learn how to review batch history, edit draft batches, view invite status details, and export results. She also shows how to create an invite by setting badge name, project name, or project type, selecting phases and contact types, adding optional tags and criteria, choosing a default or field-based language, and setting the contact method priority.
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