Resend invitation manually
If your customer has overlooked their invitation or the email has been lost in their inbox, you can easily resend the invitation manually. This ensures that the customer receives the necessary information to complete their flow.
How to resend manually
You can always resend an invitation manually for cases marked with the status 'In Progress':
Find the case: Go to Cases in the menu and locate the relevant customer.
Locate the entity: On the right side of the screen, you will see the Primary entity (the flow that has already been sent).
Resend: Click the three dots (⋮) next to the customer's name and select Resend invitation.
Tip: Automatic reminders
Did you know you can automate this process? We can configure the system to automatically resend reminders after a set number of days. Read more about automated reminders here
Alternative: Send the link directly
If you prefer to send the link via your own email or a chat message, you can choose Copy flow link instead. See the guide on how to find and copy the link here (Link to Find link to customer flow)
Any questions?
If you need help resending invitations or would like to have automated reminders set up, you can always reach us via the chat or at support@uniify.io.