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Inviting Clients Preview

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Are you curious as to what users will see when you invite them to your LedgerDocs Company? The following shows the process of an invitee, for example a client, accepting an invite to the company you have created in LedgerDocs. Instead of having to go through the entire process yourself and get familiarized, follow along the screens below.

 

After sending the invite off to your client, they will receive an email from LedgerDocs informing them that they have been invited to the company. In this case, Steven has been invited to the company called ‘Compass Constructions‘.

 

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By clicking ‘Accept’ they will be taken to a registration page in LedgerDocs. They simply fill in their information by choosing a login and password. Once they do that, they are one step closer to accessing Compass Construction’s documents.

 

 

 

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After a successful registration, they will be greeted with a success box, as well as prompting them to log in to their new account.

 

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When accessing their account in LedgerDocs, they will see the company in their folder tree. In this case, Steven can see Compass Constructions in the folder tree. They will have full access to all public folders in your dropdown. Any folders you have that are private will not be visible to them unless you explicitly give them access to it.

 

Want to know more about private folders and how they work? Read our help article here or watch the video here.

 

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