How can I send/resend a Fact Find Invitation?

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.