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Conga Support

Managing Invitations to a Document Package

The members and Administrators of a document package are selected using the Address Book when a user runs the Document Package Wizard.  Novatus sends each member and Administrator an email invitation containing a link to the document package.  In the event an invitation is not accepted, you can resend the invitation or delete the invitation from the Document Package Profile.

Resending an Invitation to a Document Package

Both members and Administrators of a document package can resend an invitation for the package. An invitation can be resent to any company contact or external person who was sent an invitation, but did not acknowledge the invitation by selecting the link in the email message sent by Novatus.  The link in the email would take the member (or Administrator) to the Portal where they could participate in the document package.

1.  Click on MyPlace in the Navigation Toolbar.

  You can also resend an invitation from the Document Packages screen in a Contract Profile.

2.  In the My Place menu, click the Document Packages link.

3.  In the Document Packages screen, locate the package by scrolling through the list, or typing the name of the package into the Search field and pressing the ENTER key on your keyboard.

4.  Click the package's icon.

5.  In the Document Package Profile, click the Invitations tab.

DocPkgInvite4.png

6. Locate the company contact or external person whose invitation you want to resend, and click on their icon.  Novatus will resend the invitation using the email address listed for that person in the Address Book.

If you want to personally resend the invitation, click their icon.  In the Portal Request Link prompt, copy the link provided, and paste it into your email message.

Deleting an Invitation to a Document Package

Only Administrators of a document package can delete an invitation that was sent to a company contact or external person. 

1.  Click on MyPlace in the Navigation Toolbar.

  You can also delete an invitation from the Document Packages screen in a Contract Profile.

2.  In the My Place menu, click the Document Packages link.

3.  In the Document Packages screen, locate the package by scrolling through the list, or typing the name of the package into the Search field and pressing the ENTER key on your keyboard.

4.  Click the package's icon.

5.  In the Document Package Profile, click the Invitations tab.

6.  Locate the company contact or external person whose invitation you want to delete, and click their Icon Delete icon.

7.  In the Delete Portal Request prompt, click Yes.