There are two ways to send a fact find invitation.
Method 1 - Adding a new case to the system.
When adding a new case to the system, you can invite your client to complete the fact find by selecting "Complete fact find" on the client to-do list.
Method 2 - Case Summary Page
Go to the case summary page
Click 'invite'
Resend fact find invite
Alternatively, you can resend a Fact Find invitation by opening the Case > Summary Page.
Click the resend invite button.