Insurance App: Access Invitations

Your collaboration requests via the Client/Vendor Access Program are tracked in the Access Invitations page. Track requests made by you or your colleagues and see where your clients are in the collaboration process.

The comprehensive overview of your collaboration allows you to adjust your communication strategies and internal processes, as needed. The complete history of these requests can help you and your teams determine:

• To what degree your recipients have engaged with the requests.
• Who sent the requests.
• When the request was submitted.

Actions

Action	Instructions
Customize the table:	Select the Columns button at the top-right of the table. Check (include) or uncheck (exclude) a field to be visible in the table. Select Apply Changes.
Download [.csv] invitations:	Select the Download button at the top-right of the table.
Filter invitations:	Use the available Filters on the left.
Mark an invitation as resolved:	Hover over an invitation and select Mark as Resolved from the column on the right. Check off multiple invitations and then select the Mark as Resolved button at the top of the table.
Resend invitation:	Hover over an invitation and select Resend Invitation from the column on the right.
View invitation details:	Select an invitation from the table.
View messages:	Hover over an invitation and select View Messages from the column on the right. You can provide context via collaboration messages. See collaboration messages to view, send, export, and configure your notifications.

Page Components

• Client Access Overview
• Invitation Details
• Fields & Filters

Client Access Overview

The collapsible overview shows:

• Percentage of Selected Folder Invited
• Percent of Invitations Accepted
  • Accepted = Invitations that have been opened.
  • Not Accepted = Invitations that have never been opened.
• Current Status Breakdown

See collaboration statuses.

Invitation Details

The details include:

• Rating at time sent, if available.
• If subscribed, the current rating.
• The date of the invitation.
• Sender information:
  • The sender’s organization.
  • The name of the sender.
• Recipient information:
  • The recipient’s organization.
  • The name of the recipient contact.
  • The email of the recipient.
• The reason why the recipient was invited to collaborate.
• The most recent collaboration message to the recipient.

Fields & Filters

❖ Custom field.