FREQUENTLY ASKED QUESTIONS/How to invite partners to join a workflow collaboration?/

How to invite partners to join a workflow collaboration?

Workflow collaborations allow you to offer essential additional services from your partners such as the bank, domiciliation agency, accountant, etc. If you feel that these additional services are mandatory during the course of the dossier, you can set this up when creating the workflow and your partners will automatically receive an invitation to access the dossier at the appropriate time with all the required information.

In addition, there may be scenarios where you need to share certain information about a dossier with your assistant or team members and to avoid overloading stakeholders, you can simply share a desired dossier with a collaborator directly via the dashboard by simply using their email and they will automatically receive an invitation to access the dossier. A dossier can be shared with as many collaborators as necessary during and even after the dossier has been completed.

Save time and increase efficiency
Save time and increase efficiency
Save time and increase efficiency
Save time and increase efficiency