Filevine's Client Portal: Invite Insights Report
Optimizer Jordan explores the Invite Insights report in the Client Portal. Learn how to see the invite date, accepted date, and last access, plus cases like invited but not logged in. She shows how to use filters and columns, including failure reasons and invite type, and how to export to CSV, as well as how to resend invites for eligible rows, and note statuses like queued, sending, failed to send, revoked, archived, and recently sent.
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