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Can I resend an invitation to the fact find?

Updated over 2 weeks ago

Yes, you can resend a Fact Find invitation to a client directly from the case Summary page.

How to resend

  1. Open the case and navigate to the Summary page.

  2. In the Applicants card, find the applicant you want to resend the invitation to.

  3. Next to the applicant's details, you will see a button labelled "Resend" in the Fact Find column. (If the client has never been invited, the button will say "Invite" instead.)

  4. Click Resend. You will be prompted to select which Fact Find sections to include in the invitation.

  5. Confirm your selection to send the invitation.

Underneath the Resend button, you will also see how long ago the last invitation was sent (for example, "Invited 3 days ago"), so you can check when the client was last contacted.

Tip: If the client's email address or phone number is missing, you may be prompted to add these details before the invitation can be sent.

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