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Overview of different invitation methods

Tags:agreementsinvitesinvitationsmandatenincassocontractmandaatuitnodiginguitnodigen
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Here you can find a quick overview of the different invitation methods you can use for agreements. The details for each method can be found in the related articles.

Invitations

The methods that can be used are:

Description:

Link: Copy and share the url (The link can be clicked for 1 year, after opening it will be active for 6 months.)

QR Code: The url embedded in a QR code

Email: Send the invitation via email

Reminder email: Send a reminder by choice via email

Print: Send a printed version via email or a postal letter

Sms: Send the invitation or a reminder via mobile

  Depending on the type of agreement some options are not available.

Invitations and reminders can both be sent from the general agreement overview where you can send them in bulk, or individually via the agreement details using the button.

Customized communication

All communication, including letters, can be configured and sent in the different languages available on the profile.

You can edit all the different invitation and reminder emails and sms messages to your liking. Additionally you can select a different From email address than your general one, this for each different profile and each language enabled on that profile.

To send postal letters you first need to contact your Business Support Agent to setup the initial configuration. Afterwards you are able to update your own letters.
The tab 'Documents' will be available on your profile where you can view, update and delete the letter(s).

Last Update: 2023-03-07