Resending an Invitation

If a client has not yet registered on the client hub and no longer has the original invitation email, you can resend the invitation. The invitation can be resent from any of the workflow status pages except Return Signature Received or Finalized. You can also resent from the Overdue page.

Note: You must be granted the Client Collaboration - Request Dashboard - Client Requests - Edit permission by the CCH Axcess administrator to resend an invitation.

To resend an invitation, do the following:

1. If you are not already on a Requests page, click , and then select Requests.
2. Do one of the following on the Requests dashboard, depending on the location of the request: 
   • To open a workflow status page, click the status name or status wedge in the Request Status section.
   • To open the Overdue status page, click View overdue requests on the Overdue tile.
3. Do one or both of the following as needed to narrow the list of requests to select from:
   • Click above the grid and select a filter set. You can also create a new filter set.
   • Enter all or part of the client name in the search box above the grid.
4. Click for the request, and then select Resend Invitation.

   Note: If this option is not visible, then the client has already registered on the client hub.