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Invite a client to apply

Create an application invitation and follow its progress.

  1. Open Applications and enter the business name and email address under Invite a client. Select a form if your company has more than one enabled form.
  2. Create the invitation, then send its email when application email delivery is enabled, or copy the client’s link to share it yourself.
  3. Use the Client invitations list to follow opens, starts, and completed submissions. An open can also come from an automated link scanner.
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