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:
- Click on the form to view an manage the external users.
- Scroll down to the External assignees card.
- Click on the cross next to the external user you want to re-invite to the form.
- Then, click the Confirm button to proceed with removing the user access.
- Next, click the back arrow to return to the client overview page.
- Now, click the Invite external users button to re-invite the external user.
- Next up, select the form you want to invite the external user to.
- Next up, provide the external user's details and click on Add user.
- Afterwards, click Create to finalise adding the external user to the form.
- The user will now have received a new invitation to the form.
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.
This documentation, including images, videos and text, is accurate as of Version 8.0 of Pascal.
We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to the latest release notes and to use the feedback mechanism for any discrepancies or requests for clarification.