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Resend Invitation Manually
Resend Invitation Manually

Guide to manually resending invitations to a flow in Uniify.

Updated over 3 months ago

You can automate reminders for invitations, so they are resent after a chosen number of days. For more details, see the article on Expiration Dates and Reminders. If you wish to set this up, please contact our support team, who are ready to assist you.

Alternatively, you can always resend an invitation manually for cases marked as 'In progress'.

Instructions

  1. Navigate to UniifyCases.

  2. Locate the case marked as 'In progress' that you wish to resend the invitation for.

  3. Click on the case to view the details.

  4. Click the three dots under 'Main entity' and resend the invitation.

This manual option provides a quick way to ensure your customers receive the necessary information to participate in the flow, especially if they missed the initial invitation.

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