If the Client Cannot Find the Email Invitation
If a client cannot find the invitation sent to their email inbox when their case (or flow, if they are, for example, a cohabitant) was created, or if they believe they have not received it, there may be several reasons. Ask them to check their spam filter first. If they still cannot find the invitation, there are several things you can check.
Check if the Case Was Created with an Email
To ensure that the flow was sent to the correct email address, you can verify this by:
Navigate to Uniify → Cases.
Find the relevant case you want to investigate.
Locate the entity for the flow on the right side of the screen under Main entity or Other entities (depending on whether it is the primary flow or a linked flow).
Check that the email address is registered under the client's name.
Confirm that the email address is correct.
Resend the Invitation or Copy and Send the Flow Link
If the email is correctly filled in, you can:
What If the Email Is Missing?
If no email has been provided, the case was created without an email address for the client. In this case, you can:
Copy the link to the flow and send it to the client via any thread or communication channel - Follow the guide here.
If you continue to experience issues, you can contact support via the chat icon in the bottom right corner or at [email protected] for further assistance.