Every Request lists all invitation recipients at the top in the TO field. You will see all email addresses for recipients at your firm in that field. (You might need to click on "show more" to see all the names.) If an email address is not listed then that person does not have access to the Request.
If you want to invite more colleagues simply enter their email address into the TO field and click CONFIRM when you are asked "Are you sure you wish to add these people?"
They will then be sent a PERSUIT email inviting them to collaborate on the Request and activate their account if they don't already have one.
There is NO limit to how many people from your firm can access PERSUIT. You are free to add as many colleagues as you need.
Please note, clients will be able to view all names added to the Request and can manage (add or delete) names from the Request.
Comments
0 comments
Please sign in to leave a comment.