How do I invite a policyholder to a project?

Updated 1 month ago by Jennifer B.

Policyholders can be invited to participate in a collaboration at any stage during the project using the policyholder information bar.
  1. In the project, click INVITE under your policyholder’s name.
  2. Select the delivery method.
  3. Enter the required information.
  4. Click SEND.


How Did We Do?


Powered by HelpDocs (opens in a new tab)