How to send a new form invitation to an external user

If an external user needs a new invitation to continue completing it, you can send them a new form invitation. Before a new invitation can be sent, the user's existing access must be removed from the form. Once removed, you can add the user again and send a new invitation to the same form.

To send a new form invitation to an external user, follow the steps below:

1. Open the client in Pascal Onboarding.
2. In the Forms section, select the form for which you want to send a new invitation.
3. Scroll down to the External assignees card, where the users with access to the form are listed.
4. Click the X next to the external user you want to re-invite.
5. When prompted, click Confirm to remove the user's access to the form.
6. Click the back arrow to return to the client overview page.
7. On the client overview page, click Invite external users.
8. In the Invite external users window, select the appropriate form in the Form access field.
9. Enter the external user's First name, Last name, and Email address, then click Add.
10. Once the user has been added to the invitation list, click Create to send the invitation.

After the external user has been added, the external user will receive a new invitation email for the selected form and can access the form using the new invitation.